Plus, “My dad is … a phone call away if I run into anything and using his 40 years of experience has definitely been helpful.”. Copyright © 2021 ALM Media Properties, LLC. “My primary role is to help advisors build, manage, protect, and transition their practices and succeed by helping them and their clients as they seek to realize the hopes and dreams they have for their families, children, and communities.”. We get along great. “Our [prospective-advisor] guests always walk away with, ‘Wow. Charlotte, NC +4 locations. “One person I met with, for instance, I told her about the programs that we have here and [that] it’s an amazing opportunity for people interested in the business but who don’t have the personal connections that people traditionally needed to be successful [in it],” Chelsea said. It all begins with outstanding talent. Diane Gabriel, Director, Wells Fargo Next Generation Talent Program: The Next Gen Talent programs are truly changing what we look like from a diversity perspective in our FA program. The current average age for an advisor at Wells Fargo Advisors is 58, Gabriel said, and about one-third, or 32,000, will be retiring in the next 10 years, across the industry. I was the branch supervisor at our Nassau Street, Princeton, New Jersey, office when I applied for the branch manager leadership program. An import-export entrepreneur who got his big break through an Uber ride. But his mother’s time with A.G. Edwards, Wachovia and Wells Fargo exposed him to the advisory world. “I’m so pleased and excited that she is here,” the veteran advisor said. The CPA will contribute to College's RICP program and help staff focused on retirement distribution planning. 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. Now I had been an advisor with another firm for three years and I was a sales assistant for many, many years before that. The best way to deliver quality service is by understanding what clients want from your interactions. (She is one of 625 FRAs, who work with clients with lower asset levels.) … And I am happy and proud to be a part of an organization that sees that as critical to the future. You are leaving wellsfargo.com/stories and He now credits the Wells Fargo Advisors Next Generation Talent Program with giving him the opportunity he needed to succeed. Beverly, MA (01915) Today. I prepared a presentation: “Good afternoon. Murrieta, CA (December 4, 2020) – KTM North America, Inc. is pleased to welcome Wells Fargo as a Supporting Partner of its highly-popular KTM Junior Racing SX program, … 72% 36% 48% Meeting the increasingly diverse needs of Wells Fargo’s global customer base is critical for our company’s long-term growth and success. Back then, women comprised about a tenth of the industry’s workforce and African Americans about 2%. Candidates include students at historically black colleges and universities, military veterans, parents re-entering the workforce, and Wells Fargo Advisors team members. Gerald Addy, Karen Shane, Sheila Jacobs, and Kelly DeCourcy are among the team members in the Wells Fargo Advisors Next Generation Talent program for aspiring financial advisors and leaders. “We are innovating on that and creating a model that hopefully one day others will replicate. After approximately two years of having a wonderful manager in Darnell Badger to groom me — he said, “I want to you to come to the African American Financial Advisor Summit that’s usually held once a year to further diversity and inclusion within Wells Fargo.”. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. And her cohorts have always been incredibly supportive. “It was a recipe for failure,” Gabriel said. The training is spread over two years. Now, you know, five years later, I see the progress that’s been made.”, Overall, more needs to be done to bring in minorities. I moved here 12 years ago from Liberia and I could barely speak English. “By creating an advisor position that is salaried, Next Gen has cultivated an environment where both advisor and client can take time to build deep financial relationships. 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. “Wells Fargo now understands the changing dynamics of our society and knows that is it is important to support underserved populations in general to ensure that every opportunity is given for success.”. This is a press release from KTM…. “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. Doing that takes resources and knowledge, so I really wanted to do this.”. Walter Roberts, Complex Manager, Wells Fargo Advisors: You can grow the business the way you want at the pace that you want and you have all the resources available to you to do that. It all begins with you. The Certified Financial Planner Board of Standards says less than 3.5% of financial planners are black or Latino. In 2017 Gabriel was asked to lead Wells Fargo Advisors’ Next Generation Talent Program, overseeing four financial advisor programs and one branch manager leadership program. West Des Moines, IA. (1) Wealth & Investment Management Analytics. The wirehouse’s Associate Financial Advisor program, which fosters mentor/protégé relationships, is 36% women and 48% minorities. “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. I couldn’t be more excited, my parents couldn’t be more proud of me, and I couldn’t be more proud of myself. not responsible for the content, links, privacy policy, or security Shane, who joined Wells Fargo Advisors as a client associate in 2007 and participated in the firm’s Associate Financial Advisor program, appreciates being mentored through the program’s innovative succession plan. Exclusive discounts on ALM and ThinkAdvisor events. I’m not exceptional. Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com. Winds SW at 10 to 15 mph. We are working to increase diverse representation throughout the company and create an inclusive environment for all team members. Her daughter agrees. 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. “He talked about diversity and inclusion and that they recognized there was an issue. “We’re kind of changing the face of financial advising, which is really interesting,” she said. Advance your career and take your firm's production to the next level with FREE practice-management tips. Wells Fargo's vision is to satisfy our customers' financial needs and help them succeed financially. “The opportunity needs to be marketed,” Alan said. “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. The blessing was that the AFA program was created. And this is really not just a function of age, it’s a function of her perspective and her way she looks at the business and looks at helping her clients. He ended up working at Wells Fargo Advisors’ base in St. Louis and then moved to San Francisco, where the parent firm is located. 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. Among that diversity include our esteemed service members who, for many, have committed a lifetime of service to their country and acquired the skills and leadership needed to thrive in corporate America,” said Diane Gabriel, head of Next Generation Talent at Wells Fargo Advisors. Overall, she says, their team represents what lies ahead for the firm and the industry. Wells Fargo has – Diane Gabriel, head of Next Generation Talent at Wells Fargo Advisors 5. However, we have adjusted our hiring practices due to the COVID-19 situation and the related social distancing guidelines. “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. Tyrone Johnson, Financial Advisor, Wells Fargo Advisors: Just reminds me a lot of my journey, years and years and years ago. That gives me the most joy. Next Generation Talent Associate Financial Advisor (AFA) Two-Level Job Description Final approved version AFA Job Description – Level 1 The Associate Financial Advisor (AFA) participates in the Wells Fargo Advisors financial advisor training program on a full-time basis and will be partnered with a Senior Financial Advisor. Her father, David Dawkins, now the director of Diverse Client Segments for Wells Fargo Advisors, became an advisor some four decades ago. I think women are wired differently, and I think it, this program — because it is a little bit longer and you are getting mentoring and apprenticeship along the way — allows them time to build confidence and reach success. Competitive salary. This has all helped a lot,” Stacker said. This program specifically is doing that, and doing it very well. “Our African American advisor population continues to grow, and I can only see that growing exponentially over time based on our next-gen advisors, as well as our experienced advisors. ), One growth strategy of the Prestwoods, according to Alan, is hosting a monthly birthday dinner for the team’s top clients: “We let them know that we really appreciate their business and thank them, look for referrals.”. Kelly DeCourcy, Financial Relationship Advisor, Wells Fargo Advisors: What I love about being a financial advisor is when I sit with a client and I explain a solution to them, and I see that aha moment on their face. 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. However, we have adjusted our hiring practices due to the COVID-19 situation and the related social distancing guidelines. The Black British Business Awards, now in its seventh year, has announced its 2020 finalists representing some of the country’s best black talent across a range of industries. Wells Fargo www.wellsfargo.com. I cleaned my car spotless. “Yeah, I was emotional.”. Search job openings at Wells Fargo. And I have a couple of questions for you. We’re looking for talented people who will put our customers at the center of everything we do. You have a senior financial advisor, you have a performance coach in home office, and then you also have support from your local branch management, as well. Since its start, Gabriel said, Next Gen has brought new career opportunities to more than 1,800 team members, enhancing the Wells Fargo Advisors team with increased diversity in age, gender, and ethnicity — at a rate that is far outpacing the industry and changing the firm’s own demographics, she added. Gabriel said that Wells Fargo Advisors’ research suggests its Next Generation offerings give job candidates the most options in the industry to become a financial advisor, and are among the few specifically focused on diverse hires. I’m proud to be one of those leading that. We’ve got over 50 percent of our advisors that are going to be retiring in the next three to five years. We are focused on attracting next generation investors and adding new, next generation talent to our existing force of financial advisors Average age of a 32 next generation Data as of March 2018. As the needs of your clients and prospects change, make sure your technology can keep up. Her mentor, Susan Brown, a financial advisor with Wells Fargo Advisors in Charlotte, is grooming Shane to take over upon her retirement, to create a more seamless transition for clients. I believe this is beneficial for the advisor, the firm, and most importantly, the client,” DeCourcy said. (1:34), Financial Advisor Kelly DeCourcy at her Wells Fargo Advisors office in Portsmouth, New Hampshire. Wells Fargo. Whether you’re just beginning your career or taking it to the next level, we have the right job for you. But a group of Wells Fargo veterans and their children say programs focused on next-gen talent could be a key way to turn this situation around. I’m here in my complex now, I’m thrilled to be here, but again I’m not alone. 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. J.P. Morgan poll finds nearly 20% of affluent Black and Latina women began investing this earlier year vs. 5% of their white counterparts. As for Wells Fargo Advisors, the increased number of minority advisors “means that the programs that are being implemented and developed are actually working,” the senior advisor says. 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