Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune’s 2015 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.
Wealth and Investment Management (WIM) is one of the company’s four main divisions. WIM businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.
Wealth Management (WM): Wealth Management business is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and the Community Bank. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth.
Primary contact for coordination for Investment & Fiduciary Services; serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs in collaboration with clients, partners and Centers of Influence. Grows & retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge and client acquisition skills. Acquires new high net worth client (HNW) and ultra-high net worth relationships through consistent profiling on the 12 WM Issues and needs assessment. Conversant in all aspects of Specialized Wealth Services (SWS); may specialize in some areas. Takes a full balance sheet approach when sourcing new business including identifying and referring new credit, deposit and/or brokerage opportunities. Engages in WM conversations, applies tax & transition strategies, introducing Wealth Planning Strategists for complex or comprehensive planning engagements and SWS Specialists for appropriate solutions, enabling clients to leverage & protect the value of their estates. Applies in depth knowledge of each of the 12 WM Issues, and needs assessment to evolve the advice cycle. Focuses on clients with a minimum net worth of $5MM or as determined by mgmt. Introduces Wealth Planning Strategists for wealth plans above $5MM. May act as team lead and/or mgr. Collaborates with Center Administration team on compliance issues. Developing new and expanding current WM relationships is a key function. This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.Required Qualifications
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.