WM Sr Private Bkr UL (SAFE) 4

Job Description

It starts with you. Our goal is to attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization.

Wealth and Investment Management (WIM) is one of Wells Fargo'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) is a member of WIM and 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.

As a senior member of a regional wealth management team, the Private Banker (PB) is responsible for the acquisition and ongoing management of some of Wells Fargo’s most complex and sophisticated banking clients. Although primarily focused on deposit and credit services, the PB partners closely with various teammates to fashion full balance-sheet solutions for their clients. These partners include investment advisors, financial planners, trust advisors, and insurance advisors. In regards to credit, the PB plays an integral part in the structure and pricing of loans and actively shepherds opportunities through the underwriting process. In all aspects of the role, the PB will be expected to conduct business in a manner that will enhance Wells Fargo’s reputation for excellence.

Required Qualifications

  • 8+ years of experience in one or a combination of the following: corporate, consumer, mortgage, or private banking

Desired Qualifications

  • Sales experience in the financial services industry
  • Credit and portfolio management experience
  • Consumer lending experience
  • Commercial real estate experience
  • Sales pipeline management experience
  • Client relationship management experience
  • Wealth management products or services sales experience

Other Desired Qualifications
  • Completion of a formal credit training program
  • Advanced education such as MBA, CFP or related designations.
  • Series 7/66 or the ability to obtain within 6 months of employment
Job Expectations

  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position.
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.


    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.

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