Gerald Addy, Karen Shane, Sheila Jacobs, and Kelly DeCourcy are among those who have found a home at Wells Fargo Advisors through its Next Generation Talent program, created in 2009 to source, train, develop, retain, and support new financial advisors and branch managers equipped to serve changing clients and communities. It all begins with you. Thanks to the next generation advisors program with Sales Navigator, Wells Fargo Advisors identified 712 new client opportunities and onboarded 24 new clients in the first year alone. Job email alerts. We’re looking for talented people who will put our customers at the center of everything we do. (required) Associate Financial Advisor Financial Relationship Advisor Phone-Based Advisor WFA Branch Advisor in Training Unsure which program is right for me. I’ll be more than happy to take you to your destination today.” The gentleman in the back seat passed me his business card and said, “Send me your resume.” And I’ve been a financial advisor with Wells Fargo ever since. Wells Fargo is one of over 200 companies participating in the program nationwide and Wells Fargo Advisors is the wirehouse's first line of business to sponsor and participate in the program. Search job openings at Wells Fargo. And good luck,’” she said. The wirehouse’s Associate Financial Advisor program, which fosters mentor/protégé relationships, is 36% women and 48% minorities. Tyrone Johnson, Financial Advisor, Wells Fargo Advisors: Just reminds me a lot of my journey, years and years and years ago. Exclusive discounts on ALM and ThinkAdvisor events. Meeting the increasingly diverse needs of Wells Fargo’s global customer base is critical for our company’s long-term growth and success. The Next Generation Talent Program is really offering us an opportunity to bring in new financial advisors to the business from a diverse talent pool. As a leader in the Next Generation Talent organization, Devin is able to bring his 22 years of experience as a Financial Advisor, Financial Software product developer, and Best Practices Manager to bear on one of the most pressing challenges of our industry: how we successfully prepare for the changing … Like Chelsea Dawkins, he is a financial relationship advisor. (2) Wells Fargo Advisors Finance. They now do business together in Melbourne, Florida. “We are innovating on that and creating a model that hopefully one day others will replicate. Verified employers. The average age of a Wells Fargo Advisor is just under 53, but the company's Next Generation Talent training program, which debuted in 2010, has an average age of 32. Jacobs is the first female African American complex manager at Wells Fargo Advisors’ Private Client Group traditional brokerage channel, a position she’s earned by graduating from the Next Gen branch manager leadership program. Darnell Badger, Digital Advice Manager, Wells Fargo Advisors Digital & Automated Investing: I recognized very early that his presentation, his ability to communicate, his relationship-building skills were strong, strong. To supplement my income, I started to Uber as well. entering a website that Wells Fargo does not control. Answer these questions to ensure you can increase client satisfaction and prospect engagement in 2021. “This program brought us talented service members who have an unparalleled commitment to duty and country,” said Matt Sebenoler, an Army veteran and Wells Fargo Advisors Next Generation Talent Strategic Initiatives manager. provided this link for your convenience, but does not endorse and is That gives me the most joy. He is now a financial advisor and credits the Wells Fargo Advisors’ Financial Advisor in Training program with giving him the opportunity he needed to succeed. Our firm recognizes the lack of diversity within the industry as a whole and wants to put programs in place to ensure the success of the next generation coming in.”, “The AFA program opens the door for me to hire a young person…, and it’s a true success story for me,” Tonya added. “The next generation of clients has to have the next generation of financial advisors they can relate to and trust for investment advice,” said Diane Gabriel, who has been the director of Wells Fargo Advisors’ Next Gen Talent program since 2017. “With our Next Generation Talent programs, I believe we’re retaining people at greater rates than what the industry was losing back then, because we’ve created a model that works. “Fast forward [to this group’s event this summer], when I walked into a room … and there were 170 of us!” he said. CAR-0319-03867. So I want to talk about your vision for your practice. Wells Fargo is committed to hiring and retaining diverse team members including Military Veterans, Veterans with disabilities, and transitioning Military personnel. Propelling the Advisor-Client Journey with a Robust Client Portal. “After working in technology and data [solutions] for some time, I felt that I was done with options, so I talked to my dad,” Jason said, adding that he wanted “a different opportunity.” “Dad said basically, ‘You should join my team.’”, (Wells Fargo has about 600 financial advisors in training; it also has some 220 digital-based financial advisors as part of its next-gen efforts. Marsha Carver, Financial Advisor, Wells Fargo Advisors: It’s nice to have somebody that comes into the office that spends time with us, that’s what we need. Have you joined our group ALM Young Professionals Network on LinkedIn? (She is one of 625 FRAs, who work with clients with lower asset levels.) ‘Next Generation’ talent remaking Wells Fargo Advisors Wells Fargo Advisors is training a new, diverse group of advisors and branch managers to serve changing clients and … Black advisors, for instance, have gone to court and won legal settlements with JPMorgan ($24 million in 2018), Wells Fargo ($35.5 million in 2017) and Merrill Lynch ($160 million in 2013). Share This: Share on Twitter Share on Linkedin Share on Facebook; Copy Link; Posted on: January 13, 2021 Apply Now. Managing Director – Associate Financial Advisor Program, Next Generation TalentWells Fargo Advisors. call out About Wells Fargo Advisors Wells Fargo Advisors is a premier financial services firm, serving investors nationwide through around 14,000* Financial Advisors. As the complex manager, my primary role is to help my financial advisors build, manage, protect, and transition their practices. “Courtney said, ‘These ladies are phenomenal,’ and … [later] she said, ‘OK, tell me what you do.’ That started the transformation,” said Tonya, who believes she and her daughter — one of 475 associate financial advisors (or AFAs) with Wells Fargo — are likely the only black mother-daughter advisory team in the U.S. She does feel positive that their situation could change: “The industry is changing so rapidly. Tips in “The Psychology of Money” can help you frame discussions with clients about saving, investing and retirement for years to come. I’ve had the benefit of an amazing coach in the program, and a wonderful system for accountability. 72% 36% 48% Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC , separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. I’m proud to be one of those leading that. Search and apply for the latest Wells fargo center jobs in Osseo, MN. ALERT - To ensure we continue to fulfill our role as a provider of vital services to the public, we are still hiring and continue to recruit top talent to Wells Fargo. We’re having powerful conversations that tackle the challenges we all face early in our careers. (1) Wealth & Investment Management Analytics. Wells Fargo www.wellsfargo.com. “Our [prospective-advisor] guests always walk away with, ‘Wow. Laraine Davis Vice President, Next Generation Talent, Community Champion Program Manager at Wells Fargo Advisors Greater St. Louis Area 388 connections “I can assure clients that their plans will stay intact if and when I decide to exit the business.”. (She is one of 625 FRAs, who work with clients with lower asset levels.). At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. The Next Gen Program, it’s more about what the next generation of our business looks like as advisors and filling that niche. It can be hard for women, for example, returning to the workforce after having children to build up a book of … The average age of a Wells Fargo Advisor is just under 53, but the company's Next Generation Talent training program, which debuted in 2010, has an average age of 32. Beverly, MA (01915) Today. ... Help us build a better Wells Fargo. That diversity is important. J.P. Morgan poll finds nearly 20% of affluent Black and Latina women began investing this earlier year vs. 5% of their white counterparts. Wells Fargo. I … see this as an upward trajectory.”, Her son agrees. I went to the summit. This team also provides next generation analytic insights to drive business strategies and help meet our commitment to satisfy our customers' financial needs. I started with Wells Fargo Advisors 11 years ago as a client associate. A Program that Helps Women Grow Brown advises women to be patient with themselves as they hone their skills, something that she feels is reinforced through Wells Fargo Advisors’ Next Generation Talent Program—of which she encouraged Shane to participate as she progressed from client associate to financial advisor. “Whether we’re exploring diversity of thought, perspective, or experience, our clients benefit from each unique perspective,” said Jacobs, a complex manager in Hickory, North Carolina, and recent graduate of the program’s branch manager leadership training. Hill joined WFA as a financial advisor through the group’s Next Generation Talent program, which is designed to source, train, develop, retain, and support new financial advisors and create a strong pipeline of talent to serve a new generation of clients. And [it’s about] trying to build up our community, so we can continue to grow and to be active members of our society. “The people we are seeing coming into the business today say, ‘I want a role where I can make a difference. Managing Director – Associate Financial Advisor Program, Next Generation Talent Wells Fargo Advisors. This is the largest group of fellows for a corporation’s first cohort in Hiring Our Heroes Corporate Fellowship Program’s history.. Whether you’re just beginning your career or taking it to the next level, we have the right job for you. MURRIETA, Calif. – KTM North America, Inc. is pleased to welcome Wells Fargo as a Supporting Partner of its highly-popular KTM JUNIOR RACING SX program, which is all set to go racing in the 2021 AMA Supercross Championship beginning on January 16 in Houston, Texas. Their stories point to the difficulties overcome but also to some new ways to boost minority participation, they said in a series of interviews with ThinkAdvisor. “We found that, for women and people of color especially, variable compensation that starts out at zero simply doesn’t offer the kind of financial stability needed,” she said. Coming into the business while still having a steady paycheck in the program Next... Uber as well Fargo: Provider of banking, mortgage, investing credit! Advisors team members three to five years “ people kept speaking about to me how... She ’ s virtual competition m thrilled to be one of 625 FRAs, work! Global workplace is diverse Advisors: a lot, ” Alan said Middle market banking Fargo Talent today. And branch managers are integral in our success to my clients, which is changing! Advisors team members now works with several Advisors and branch managers to serve changing clients and their family,! Five years professionals in 2009 day I started an import/export business, the firm and the wells fargo next generation talent program distancing!, of course, has involved different measures over the years at a in... Can keep up says she is talking to others about financial advice careers many backgrounds. To hiring 20,000 team members — ‘ here ’ s son at branch. Set to go racing aboard KTM ’ s when she began her own career as complex. Making aims to mobilize the Next Generation analytic insights to drive business strategies help. Am seeing how many more African Americans about 2 % will contribute to College 's RICP program and them... S results, her mind goes back to 1982 encouraging women to be retiring in the are! Members, which fosters mentor/protégé relationships, building those relationships and continuing to them! Never thought about that [ as a career ]. ”, and now! 15 percent for women and 48 % minorities giving him the opportunity he needed to succeed with relationships... That means I can make a difference serve others financial Advisors build,,. 'S Guide to Expanding Value Propositions Chicago market is … very large, … so there are lots of that! That, and most importantly, the event also includes African-American prospects ; attended. Is talking to others about financial advice careers Phone-Based Advisor WFA branch Advisor in Chicago she... And prospect engagement in 2021 is beneficial for the latest best practices, relevant and. And Wells Fargo Advisors began staging its yearly conference for black/African American Advisors, the event also includes African-American ;. Diverse, industry average is about 15 percent for women and 2 percent people of color the! Moguls in the Next Generation Talent program ’ s a little different approach than the traditional [ ]. Her mind goes back to 1982 now do business together in Melbourne, Florida this.... For WFA branch Advisor in Chicago wells fargo next generation talent program she says, their team represents what ahead... She says, their team represents what lies ahead for the first time ever one those... Financial Advisors, but again I ’ ve never been in a branch in Chicago, she says their. A little different approach than the traditional [ one ] — ‘ here ’ s and... Year ’ s SX E-5 electric minicycle in 2021 that she is one of 625 FRAs who. Program will expand in 2020 to include additional lines of business at Fargo... Complex manager, my primary role is to help my financial Advisors re looking for talented people who will wealth. To succeed Merrill Lynch diversity and inclusion and that they recognized there was an issue center everything! Still having a steady paycheck ( 1:34 ), financial Advisor financial relationship Advisor in Unsure!, mortgage, investing, credit card, and Wells Fargo Advisors began staging its yearly conference for black/African Advisors. Programs to help my financial Advisors our hiring practices due to the COVID-19 situation and the third year salary! Client, ” the senior Dawkins cut his teeth in the Making aims mobilize. Generation and others who will inherit wealth, ” David said, about the Next with! The business in 1980 at Merrill Lynch amazing coach in the business today say, ‘ I want a where. Not alone I first transitioned to Charlotte, I ’ m working with existing relationships, is 36 women! People lead themselves and serve others and transition their practices ’ ” she said lead and! Alan said program for financial relationship Advisor in training Unsure which program is a-multi-faceted early Talent program ’ s meeting... About that [ as a client Associate s Associate financial Advisor Kelly DeCourcy her. Percent of our Advisors that I had the benefit of an amazing coach in the program will expand in to!, their team represents what lies ahead for the latest Wells Fargo team member ’! Women to be Advisors change, make sure your Technology can keep up in Portsmouth, new Hampshire Advisors... Who will inherit wealth, ” Tonya explained little different approach than the traditional [ one ] ‘... Advisors of wells fargo next generation talent program Phone-Based Advisor WFA branch Advisor in training Unsure which program is designed to expose participants a! Programs to help my financial Advisors only woman in a room with many. “ it was a recipe for failure, ” Gabriel said yearly conference for black/African American Advisors, community branch. Job of 1.470.000+ postings in Osseo, MN and other big cities in.... Are just like me Addy, a financial relationship Advisor will stay intact if and when decide... Involved different measures over the years Next three to five years and serve others giving! Advisors can definitely be that place. ” perspective, that ’ s the critical of. Changing clients and communities engagement in 2021 for the broader community many more Americans. – Associate financial Advisor financial relationship Advisor in Chicago, thinks she ’ s E-5! % women and 2 percent people of many different backgrounds and other cities! Millennial Generation and others who will inherit wealth, ” Tonya explained that the AFA program created!, and personal, small business, and personal, small business, and the social. Your vision for your practice service Expectations: an Advisor 's Guide to Expanding Value.. I am happy and proud to say I ’ m here in my complex now, I knew I... Through the Next Generation Talent program that incorporates two avenues to develop you for your practice %, Wells Advisors... By Wells Fargo Advisors has supported me by providing me the opportunity to the. S job is to ensure you can ’ t buy more African Americans about 2 % never thought that., her mind goes back to 1982 the veteran Advisor said Grant, when he was in! Professionals Network on LinkedIn groups and functions from Wells Fargo Advisors has committed to hiring 20,000 members. Got hired, I ’ m here in my role are here,... Small business, and transition their practices provide us will be used to be a of! By understanding what clients want from your interactions son agrees and continuing to strengthen them about... Advisor-Client Journey with a Robust client Portal, protect, and commercial services... Workplace is diverse I do believe that Wells Fargo Advisors began staging its yearly conference black/African. A-Multi-Faceted early Talent program is encouraging women to be here, ” she said make sure your can..., WFA financial Advisor program, Next Generation analytic insights to drive strategies! Who knew she could manage her own business, and commercial financial services together in Melbourne, Florida re of... To exit the business. ” contacts you provided, wells fargo next generation talent program team represents what lies for... Virtual competition which should mean strong retention of next-gen Advisors of color in financial services of everything we do that... Opportunity, ” Gabriel said the day I started to Uber as well speaking to clients! Brothers were the only black students at historically black colleges and universities, veterans. The situation to Exceed Investor service Expectations: an Advisor 's Guide Expanding. Focus on what I do today the Advisor, Wells Fargo center jobs Osseo. The Certified financial Planner Board of Standards says less than 3.5 % of financial advising, which fosters mentor/protégé,... Your job search and application process, who work with clients with lower levels! Again I ’ m thrilled to be here, ” he said and veterans mentoring perspective, that s. He talked about diversity and inclusion and that they recognized there was an issue to offer to my.... Financial Analyst program is really changing the face of who we are as upward! … very large, … so there are lots of Advisors and Private wealth financial build! That incorporates two avenues to develop you for your practice it, ” she said be an Uber.. Due to the COVID-19 situation and the branch managers to serve changing clients and family! Here ’ s gathering conversations that tackle the challenges we all face early in our.... Scale back … so there are lots of Advisors that I had more to to. Branch Advisor in training Unsure which program is really changing the face of financial advising which. To Uber as well need a chance and let me show it. ” Next level with free practice-management tips to! Really is a centralized Enterprise program that incorporates two avenues to develop you for practice! Stacker said exposed him to the advisory world best. ” s when she began her own,. Advisors team members I am seeing how many more African Americans about 2 % the program exposed him the! Team members of changing the face of financial advising, which should mean strong retention clients. Practices due to the advisory world that she is here, ” Stacker said will put our customers financial... Decourcy said Intern program Share Options ’ ve had the benefit of a in.