Wealth Management Sr Fiduciary Adv Spec (Lo)
Company: Wells Fargo Bank
Posted on: February 16, 2020
Important Note: During the application process, ensure your contact
information (email and phone number) is up to date and upload your
current resume when submitting your application for consideration.
To participate in some selection activities you will need to
respond to an invitation. The invitation can be sent by both email
and text message.? In order to receive text message invitations,
your profile must include a mobile phone number designated as
?Personal Cell? or ?Cellular? in the contact information of your
At Wells Fargo, we want to satisfy our customers? financial needs
and help them succeed financially. We?re looking for talented
people who will put our customers at the center of everything we
do. Join our diverse and inclusive team where you?ll feel valued
and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding
talent. It all begins with you.
Wealth and Investment Management (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, and both individual and
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
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
under Regulation Z (LO) outlined in the job expectations
--- 10+ years of financial planning experience, estate planning
experience, or a combination of both; in wealth management
--- A Juris Doctor (JD) degree
--- Experience in wealth management with net worth clients of at
least five million dollars
--- Excellent verbal, written, and interpersonal communication
--- Extensive knowledge and understanding of financial and estate
planning, fiduciary/trust, wealth transfer, leverage, multiple
asset class usage, asset allocation strategies, and taxation
--- Solid knowledge and understanding of fiduciary law and federal
--- Strong presentation skills
--- Ability to travel up to 15% of the time
--- 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.
CO-Denver: 1700 Lincoln St - Denver, CO
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
Keywords: Wells Fargo Bank, Littleton , Wealth Management Sr Fiduciary Adv Spec (Lo), Executive , Broomfield, Colorado
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