Lead Wealth Management Banker - Professional Services

at  Wells Fargo

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.

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Required Qualifications:

• 5+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

• Strong law firm market knowledge and exposure preferred
• Experience in one or a combination of the following: Private Banking, Wealth Management, or Consumer
• Experience working with UHNW clients
• Excellent sales and relationship management skills
• Excellent sales advisory and discovery skills
• Knowledge of wealth management products and referral partnerships
• Insurance licenses for designated insurance lines, considering state law restrictions
• FINRA registration including Series 7 and 66 (or FINRA recognized equivalents

Wells Fargo is seeking a…
Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

In this role, you will:

• Lead complex initiatives within Wealth Management Banking - Professional Services functional area, including those that are cross-functional and that have broad impact
• Work as key participant in large-scale planning for Wealth Management Banking - Professional Services functional area
• Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
• Make decisions in complex and multi-faceted situations requiring solid understanding of Wealth Management Banking - Professional Services functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
• Collaborate and consult with Wealth Management Banking - Professional Services peers, colleagues, and middle to more experienced level managers to resolve issues and achieve goals
• Lead Wealth Management Banking - Professional Services projects and teams, or serve as a peer mentor
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 5+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong law firm market knowledge and exposure preferred
• Experience in one or a combination of the following: Private Banking, Wealth Management, or Consumer
• Experience working with UHNW clients
• Excellent sales and relationship management skills
• Excellent sales advisory and discovery skills
• Knowledge of wealth management products and referral partnerships
• Insurance licenses for designated insurance lines, considering state law restrictions
• FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)

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) website (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