Wells Fargo
Financial Advisory Senior Area Manager
$191K–$305K
SAN DIEGO, CA · Manager · Full-time · Posted Oct 27, 2026
- Experience
- 7+ years of Financial Advisory experience, or equivalent demonstrated through work experience, training, military experience, education; 3+ years of management or leadership experience.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Leads and develops a team of Financial Advisors, guiding sales, client solutions, and risk-aware business strategy for Wells Fargo Advisors.
What you'll do
- Manage and develop Financial Advisors to improve sales through consultative selling, financial planning, and a full balance sheet approach.
- Coach advisors to improve client experience and coordinate with wealth management specialists and licensed bankers.
- Set team strategy, interpret policies, and allocate people and financial resources to meet business objectives and risk requirements.
What they ask for
- 7+ years of Financial Advisory experience, or equivalent demonstrated through work experience, training, military experience, education.
- 3+ years of management or leadership experience.
- US only: FINRA Series 7 and 63 examinations, or FINRA-recognized equivalents, sufficient for immediate FINRA registration.
Nice to have
- Series 9 and 10.
- Life and Health insurance licenses.
Pay
$191,000.00 - $305,000.00 USD base salary
Model-written summary · the original posting is authoritative