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Independent Solutions Growth Director-Western FiNet

Independent Solutions Growth Director-Western FiNet

California StaffingLos Angeles, CA, US
6 hours ago
Job type
  • Full-time
Job description

Independent Solutions Growth Director

Wells Fargo is seeking an Independent Solutions Growth Director to support the Independent Solutions Channel, which includes FiNet and Registered Investment Advisors (RIA). This role is part of the National Sales organization and is ideal for a strategic, results-driven professional with deep experience in financial services and advisor engagement. The Independent Solutions Growth Director will proactively engage with Financial Advisors, Channel Leadership, and internal partners to drive product and platform sales across assigned territories.

In this role, you will :

  • Collaborate with Channel Leadership to develop and execute on a territory sales strategy
  • Partner with Strategic Partners and Internal Centers of Influence to drive sales results
  • Drive sales and Advisor participation across a wide range of Wells Fargo products to include investment sales, full balance sheet solutions and deposit balances
  • Identify and pursue growth opportunities through strategic planning, market analysis, and advisor feedback
  • Build and maintain strong relationships with Financial Advisors in the Independent Solutions Channel
  • Provide coaching, education, and support to advisors to enhance their understanding and utilization of Wells Fargo products and platforms
  • Facilitate onboarding and integration of new advisors into the Wells Fargo ecosystem
  • Partner with Strategic Partners, Centers of Influence, and internal teams to coordinate efforts and maximize impact

Required Qualifications :

  • 5+ years of experience in Business Growth Strategy or a related field, demonstrated through work experience, training, military service, or education.
  • Successfully completed FINRA Series 7 Series exam to qualify for immediate registration (or FINRA recognized equivalents)
  • Desired Qualifications :

  • Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)
  • Experience working with or supporting independent financial advisors, RIAs, or within an independent broker-dealer environment.
  • Deep understanding of the independent advisor business model, including operational flexibility, compliance nuances, and client service dynamics.
  • Proven ability to navigate complex organizational structures and influence without direct authority.
  • Familiarity with wealth management platforms, advisor technology tools, and digital engagement strategies.
  • Demonstrated success in territory management, including planning, execution, and performance tracking.
  • Ability to translate strategic goals into actionable sales plans tailored to diverse advisor practices.
  • Strong presentation, facilitation, communication capabilities, with experience leading advisor meetings.
  • Job Expectations :

  • Territory-based travel (up to 50%) to engage directly with independent Financial Advisors and Registered Investment Advisors (RIAs) in the FiNet channel.
  • Market-based location-4 days in office
  • FINRA Series 63 and Series 65 (or 66) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted.
  • Compliance with state law registration and licensing requirements is mandatory.
  • Specific product licenses or SAFE licensing may apply.
  • Additional requirements include meeting enhanced financial fitness and criminal background standards.
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check.
  • This position is not eligible for Visa sponsorship
  • Job Locations : 10877 Wilshire Blvd Ste 1700, Los Angeles, CA 90024

    Pay Range : $143,000.00 - $224,000.00

    Benefits : Wells Fargo provides eligible employees with a comprehensive set of benefits, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, parental leave, and more.

    We Value Equal Opportunity : Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Req Number : R-487276

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