Senior Fiduciary Relationship Specialist (LO)

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Job description

Job Description

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 application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

o Building enduring client relationships through sound, thoughtful, and objective advice
o Developing individualized plans for clients to help meet their financial objectives
o Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

o Wells Fargo Private Bank serves high-net-worth individuals and families.
o Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
o Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

The Senior Fiduciary Relationship Specialist (LO) is responsible for managing, retaining and growing an assigned book of the most complex accounts in Wealth Management Trust Services utilizing the products, processes and tools available. Engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client's total financial situation and offers creative thinking to arrive at workable solutions that satisfy the client's financial needs. Communicates directly with clients, business partners and external centers of influence (COI) including accountants and/or attorneys who are related to the client relationship as part of the daily administration. Maintains effective relationships with business partners and COIs to retain and expand relationships and referral opportunities. Responsible for upholding corporate regulatory and compliance standards. Will work with investment manager to assist in asset allocation, gather information to value assets, and to develop the clients investment strategy. Works closely with the administrative Service Team to ensure that account is administered in accordance with the governing document as well as internal corporate policy and procedures. Contributes to the growth of Wealth Management (WM) by leveraging fiduciary skills and knowledge. May administer and manage the risk of complex accounts in order to develop or expand WM relationships. May have specialized wealth services focus: i.e., charitable management, special needs trust, life management services, estate management services, or legacy trust.

All Wealth Management locations will be considered for this position.

** "Salary range is determined by the location of the job" ** Internal salary information from internal posting view

May be considered for discretionary bonus.

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

• 8+ years of experience in one or a combination of the following: financial, fiduciary, or legal; or 6+ years of trust administration experience

Desired Qualifications

• Extensive knowledge and understanding of trust, fiduciary law, and federal regulations
• Ability to develop and maintain strong, effective relationships
• Excellent verbal, written, and interpersonal communication skills
• Relationship management experience
• Ability to review trust agreement documents and ensure bank compliance
• Outstanding problem solving and decision making skills
• Ability to read and interpret legal documents
• Certified Trust and Financial Advisor (CTFA)

Job Expectations

• 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.
• Ability to travel up to 10% of the time

Salary Information

The salary range displayed below is based on a Full-time 40 hour a week schedule.

TX-Austin: Min: $66,800 Mid: $94,100 Max: $121,400
NV-Las Vegas: Min: $66,800 Mid: $94,100 Max: $121,400
CA-Long Beach: Min: $73,500 Mid: $103,500 Max: $133,500

Disclaimer

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.

Benefits Summary

Benefits

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