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 .

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

Required Qualifications:

• 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

• CTFA, JD, L.L.M or CFP designation
• 3+ plus years’ experience in administering complex special needs trust accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; in-depth knowledge of fiduciary income ta

Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) - Special Needs Trusts…
Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

In this role, you will:

• Advise leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex financial planning needs
• Lead the strategy and resolution of highly complex planning needs in collaboration with clients and partners
• Deliver solutions that require vision, creativity, innovation, advanced analytical and inductive thinking
• Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are large scale cross functional or companywide strategies
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal or external customers, 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
• Work a book of fiduciary relationships for highly complex high net worth and ultra-high net worth clients, including beneficiary distributions, account oversight and maintenance, and coordination with Portfolio Managers on investment allocation and implementation managing client relationships in accordance with sound fiduciary principles and the policies and procedures established by the firm
• Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts; lead team to achieve business objectives and drive execution
• Mentor and guide team members to maximize talent and potential; act as an escalation regarding client-related matters, including the resolution of client complaints and the approval of discretionary distributions

This role will be responsible for the review and implementation of complex estate planning documents, identifying problems and issues to mitigate risk, offer solutions, manage beneficiary and COI expectations, work with internal and external partners (i.e. care managers), knowledge of state and federal benefit programs, review fiduciary tax returns as needed, deliver outstanding client service via proactive communication and status updates. Interact with beneficiaries, co-fiduciaries, internal partners and COIs in a professional and empathetic manner and be seen as a subject matter expert. The Special Needs Trust Advisory Specialist is responsible for growing the credibility and enhancing the reputation of Special Needs Trust Services internally and externally. Contribute to the growth of the wealth management business by promoting Special Needs Trust Services including onboarding new Special Needs Trusts and securing future fee business via internal and external presentations, active participation in wealth team meetings, partnering with wealth team members and other partners, and actively seeking opportunities to tell the Special Needs Trust story. Sell the value of the trust services fee to ensure proper pricing of services.
The identified region will include Mid-Central states into the South.

Required Qualifications:

• 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• CTFA, JD, L.L.M or CFP designation
• 3+ plus years’ experience in administering complex special needs trust accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; in-depth knowledge of fiduciary income tax

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
• Travel up to 50%