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About this role:
Wells Fargo is seeking a Senior Fiduciary Advisory Specialist ... Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)
In this role, you will:
- Lead or participate in area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients with moderately complex needs
- Review and analyze moderately complex trust accounts in order to develop or expand relationships that require an in-depth evaluation of variable factors
- Receive direction from leaders
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
- Interact with internal and external customers
- Interact with Accountants and Attorneys
- 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
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- Serve as a team lead assisting lower lever Philanthropic Officers
- Administer large and complex trust portfolio initiatives and deliverables within Fiduciary functional area and contribute to large scale planning
- Coordinate with business partners regarding investment management issues
- Identify issues and research across jurisdictions
- Create, enhance, and expand customer relationships
- Review and analyze large, complex business trust asset portfolio challenges that require an in-depth evaluation of variable factors
- Develop new business through servicing customers and interaction with external resources
- Resolve moderately complex trust asset portfolio issues and lead Fiduciary team to meet servicing deliverables
- Consult with outside attorneys, accountants, and other Centers of Influence in managing and controlling risk
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Required Qualifications:
- 4+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience with donor advised funds
- Experience with charitable asset management
- A Juris Doctorate (JD) degree
- CTFA or CAP
- Proficient money movement experience
- 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
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$73,100.00 - $155,900.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - 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
1 Dec 2024
Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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.
Candidates applying to job openings posted in US: 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.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability 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.