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Financial Services Manager Jobs in Chelan, WA (NOW HIRING)

Service Manager

Twisp, WA · On-site

$22.25/hr

What You'll Do: * Help the Store Manager and Assistant Manager with day-to-day operations ... Evaluate and improve operations and financial performance. Establishing and achieving business and ...

Service Manager

Twisp, WA · On-site

$22.25/hr

What You'll Do: * Help the Store Manager and Assistant Manager with day-to-day operations ... Evaluate and improve operations and financial performance. Establishing and achieving business and ...

Service Manager

Twisp, WA · On-site

$22.25/hr

What You'll Do: * Help the Store Manager and Assistant Manager with day-to-day operations ... Evaluate and improve operations and financial performance. Establishing and achieving business and ...

Lead Customer Service Rep

Twisp, WA · On-site

$21.56 - $32.34/hr

About The Role Our growing financial institution is seeking a Lead Customer Service Represenative ... and services. * Works directly with branch manager to meet customer needs in a responsive ...

Lead Customer Service Rep

Twisp, WA · On-site

$20.29 - $27.45/hr

About The Role Our growing financial institution is seeking a Lead Customer Service Represenative ... and services. * Works directly with branch manager to meet customer needs in a responsive ...

Customer Service while executing store operations with excellence. Under the Store Manager ... financial well-being. All AutoZoners (Full-Time and Part-Time): * Competitive pay * Unrivaled ...

Part Sales Manager - Full Time

Ephrata, WA · On-site

$17.13 - $18.24/hr

Customer Service while executing store operations with excellence. Under the Store Manager ... financial well-being. All AutoZoners (Full-Time and Part-Time): * Competitive pay * Unrivaled ...

Food Service Director

Ephrata, WA · On-site

$70K - $80K/yr

... and managing performance Ensure food services appropriately connects to the Executional Framework ... Financial Performance Adopt Aramark process and systems Build revenue and manage budget, including ...

Assistant Branch Manager

Chelan, WA · On-site

$24.92 - $35.78/hr

Build exceptional knowledge of bank products and services to maintain rapport with clients ... High school diploma or approved equivalent; five years minimum experience in a financial ...

Food Service Director

Ephrata, WA · On-site

$70K - $80K/yr

... coaching and managing performance • Ensure food services appropriately connects to the ... Financial Performance • Adopt Aramark process and systems • Build revenue and manage budget ...

Food Service Director

Ephrata, WA · On-site

$70K - $80K/yr

... coaching and managing performance • Ensure food services appropriately connects to the ... Financial Performance • Adopt Aramark process and systems • Build revenue and manage budget ...

Assistant Branch Manager

Chelan, WA · On-site

$24.92 - $35.78/hr

Build exceptional knowledge of bank products and services to maintain rapport with clients ... High school diploma or approved equivalent; five years minimum experience in a financial ...

Assistant Branch Manager

Chelan, WA · On-site

$24.92 - $35.78/hr

Build exceptional knowledge of bank products and services to maintain rapport with clients ... High school diploma or approved equivalent; five years minimum experience in a financial ...

Shift Manager - Full Time

Ephrata, WA · On-site

$18.13 - $18.63/hr

Need financial advice Struggling with your mental health. Coping with grief. We've got you covered ... service)2-weeks vacation if you're an Assistant or General Manager - this amount goes up based on ...

Shift Manager - Full Time

Ephrata, WA · On-site

$18.13 - $18.63/hr

Need financial advice? Struggling with your mental health? Coping with grief? We've got you covered ... of service) • 2-weeks vacation if you're an Assistant or General Manager - this amount goes up ...

Shift Manager - Part Time

Ephrata, WA · On-site

$18.13 - $18.63/hr

... service) • Employee meals and discounts - save on your favorite pizza and wings! • Pizza Hut ... Need financial advice? Struggling with your mental health? Coping with grief? We've got you covered!

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Showing results 1-20

Financial Services Manager information

See Chelan, WA salary details

$39.1K

$106.3K

$148.7K

How much do financial services manager jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial services manager in Chelan, WA is $106,310.00, according to ZipRecruiter salary data. Most workers in this role earn between $89,100.00 and $116,700.00 per year, depending on experience, location, and employer.

What is a financial services manager?

A financial services manager is responsible for managing the performance of a financial services team selling financial products to customers. Your job duties include motivating the team to hit defined sales goals, performing financial analysis on customer accounts, and providing sales training to the team. The qualifications for this career include a bachelor’s degree, although some employers may prefer a master’s degree in accounting, business, or a related field. You need strong leadership skills and experience working in a sales environment.

What does a financial services manager do?

A Financial Services Manager oversees financial operations, manages client accounts, and provides guidance on financial products and services such as loans, investments, and insurance. They work to ensure that clients receive sound financial advice tailored to their needs and goals. Additionally, they may supervise a team of financial advisors or analysts, maintain compliance with regulations, and help drive business growth by identifying new opportunities. Their role is crucial in helping both individuals and businesses make informed financial decisions.

What are the key skills and qualifications needed to thrive as a financial services manager, and why are they important?

To thrive as a Financial Services Manager, you need strong financial analysis, risk assessment, and portfolio management skills, often supported by a degree in finance, accounting, or business administration. Familiarity with financial management software, CRM systems, and certifications such as CFA or CFP is highly beneficial. Leadership, client relationship management, and effective communication are essential soft skills for excelling in this role. These competencies ensure accurate financial guidance, regulatory compliance, and the building of trust with clients, all of which drive organizational success.

What are some common challenges financial services managers face when leading teams in a dynamic financial environment?

Financial Services Managers often navigate challenges such as balancing sales targets with compliance requirements, adapting to rapidly changing financial regulations, and ensuring their team remains motivated and well-trained. They also need to foster strong client relationships while managing internal expectations and workflows. Effective communication and the ability to quickly resolve conflicts within the team are essential for maintaining productivity and meeting organizational goals.

What is the difference between Financial Services Manager vs Financial Advisor?

AspectFinancial Services ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA, or Series 7 often preferredCFP, CFA, or Series 7 certifications common
Work EnvironmentTypically in banks, financial institutions, or corporate finance departmentsUsually in financial planning firms or independent practice
Employer & Industry UsageUsed by banks, investment firms, and corporationsCommonly employed by financial planning firms and advisory firms
Primary FocusOverseeing financial services operations and client portfoliosProviding personalized financial advice and planning to clients

The main difference is that a Financial Services Manager oversees financial operations and client portfolios within organizations, while a Financial Advisor focuses on providing personalized financial planning and advice to individual clients. Both roles require similar certifications but serve different functions within the financial industry.

More about Financial Services Manager jobs

What cities near Chelan, WA are hiring for Financial Services Manager jobs?

Cities near Chelan, WA with the most Financial Services Manager job openings:

Infographic showing various Financial Services Manager job openings in Chelan, WA as of June 2026, with employment types broken down into 67% Full Time, 27% Part Time, 1% Temporary, and 5% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $106,310 per year, or $51.1 per hour.

Branch Manager Central Washington District

Wells Fargo

Chelan, WA • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 22 days ago


Key responsibilities

  • Lead and manage the branch team to achieve sales, service, and operational goals through coaching and performance management.

  • Identify customer financial needs and deliver tailored solutions to deepen relationships and drive branch growth.

  • Use reporting and observations to improve team performance, expand primary bank relationships, and manage operational risk.


Wells Fargo rating

7.8

Company rating: 7.8 out of 10

Based on 714 frontline employees who took The Breakroom Quiz

89th of 175 rated banks


Job description

Why Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!

About this role:

Wells Fargo is seeking accomplished, peoplefocused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment.

As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive longterm value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company.

Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position. Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program.

In this role you will:

  • Provide strong, inclusive leadership to build and retain a highperforming team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence.
  • Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes.
  • Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, highimpact coaching through observation, feedback, and followup while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities.
  • Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance.
  • Identify opportunities for making banking easier for customers through education and demonstration of available digital options.
  • Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share.
  • Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.

Required Qualifications:

  • 5+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of leadership experience

Desired Qualifications:

  • Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance.
  • Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management.
  • Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives.
  • Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment.
  • Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders.
  • Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience.
  • Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company.

Job Expectations:

  • Ability to work a schedule that includes Saturdays.
  • Ability to travel in assigned geography up to 50% of the time during the first 6 months (and prior to or up until placement in a specific branch), depending on location.
  • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.
  • This position is not eligible for Visa sponsorship.

Positions May Not Be at All Locations:

  • 301 N CHELAN AVEWENATCHEE, WA 98801
  • 222 E Woodin Ave CHELAN, WA 98816

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$34.62 - $62.50

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. VisitBenefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Posting End Date:

1 Oct 2026

*Job posting may come down early due to volume of applicants.

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.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visitDisability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.


What Wells Fargo employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Wells Fargo logo

About Wells Fargo

Sourced by ZipRecruiter

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 41 on Fortune's 2022 rankings of America's largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health and a low-carbon economy.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

San Francisco, CA, US

Year founded

1852

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