Senior Wealth Strategist
Company: Wells Fargo
Location: San Francisco
Posted on: August 7, 2022
Job Description:
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.About this role:The Senior Wealth Strategist plays
a significant role in deepening and broadening relationships with
existing clients, as well as developing/bringing new client
relationships of generally above $10mm in relationship balances
into Wealth Management. In this role, you will:
- Partner with relationship managers during the consultative
process with clients and prospects, and also assists with overall
client discovery
- Work alongside the relationship manager to assess goals,
objectives, and current situation of clients and prospects through
a discovery process to determine the most appropriate planning
offering
- Focus on cash flow analysis, insurance analysis, education
funding analysis, executive compensation issues and stock option
analysis, asset allocation analysis, income tax planning,
charitable planning, business succession, asset protection, and
estate and wealth transfer planning
- Collaborate with internal and external partners to promote
Wealth Planning both internally and externally.
- Prioritize consulting and interactions with advisors to serve
their most important clients.
- Provide support as a subject-matter expert to clients,
relationship managers and/or advisors around Wealth Planning
content, services and solutions.
- Deliver Wealth Planning advice during client meetings to enable
relationship managers and/or advisors to independently implement
Wealth Planning advice to other clients.
- Responsible for setting the Advice & Planning framework in a
geography, in alignment with scalable Wealth Planning advice.
- Focus on largest and most complex clients.
- Adhere to all planning and risk protocols and procedures.
Required Qualifications:
- 5+ years of Wealth Planning experience, or equivalent
demonstrated through one or a combination of the following: work
experience, training, military experience, educationDesired
Qualifications:
- 10 years comprehensive financial planning experience with HNW
clients
- A Juris Doctor (JD) degree, active CPA designation, or active
CFP certification highly preferred
- 10 years of estate planning experience with HNW clients
- Advance degree and/or professional designations such as CFP or
Masters in Taxation
- Professional network and local market knowledge in location and
location markets
- FINRA registration including Series 7 and 66 (or FINRA
recognized equivalents)
- Deep experience with clients in the $20+ million Net Worth
segmentJob Expectations:
- Ability to travel up to 25% of the time
- For specific FINRA qualification exams obtained after
9/30/2018, the Securities Industry Essentials (SIE) exam
co-requisite may also be requiredRegistration for FINRA Series 7
and Series 66 (or 63 and 65) must be completed within a 90 or
180-day time period contingent upon number of license(s) needed if
not immediately available to transfer upon hire. FINRA recognized
equivalents will be accepted. This will be communicated at time of
offer acceptance 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, or status as a protected veteran. Candidates
applying to job openings posted in Canada: Applications for
employment are encouraged from all qualified candidates, including
women, persons with disabilities, aboriginal peoples and visible
minorities. Accommodation for applicants with disabilities is
available upon request in connection with the recruitment
process.
Keywords: Wells Fargo, San Francisco , Senior Wealth Strategist, Other , San Francisco, California
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