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Senior Lead Fiduciary Advisory Specialist(LO)
Company: Wells Fargo
Location: West Palm Beach, FL
Employment Type: Full Time
Date Posted: 08/10/2022
Expire Date: 09/25/2022
Job Categories: Computers, Software, Finance/Economics, Financial Services, Healthcare, Practitioner and Technician, Human Resources, Information Technology, Legal, Military, Other / General, Sales, Executive Management, Research & Development
Job Description
Senior Lead Fiduciary Advisory Specialist(LO)

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:

Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO)...

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
  • Participate in growing the trust and fiduciary business by achieving business development objectives to include sourcing and participating on the team to bring in new relationships

  • Will take a full balance sheet approach to clients by introducing them to other areas of expertise within the organization

  • A focus on client retention and expansion of existing relationships

 
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:

  • A Juris Doctor (JD) degree
  • Certified Trust and Financial Advisor (CTFA)
  • Established network in the local market
  • Experience in wealth management with net worth clients of at least five million dollars
  • Excellent verbal, written, and interpersonal communication skills
  • Extensive knowledge and understanding of financial and estate planning, fiduciary/trust, wealth transfer, leverage, multiple asset class usage, asset allocation strategies, and taxation
  • Solid knowledge and understanding of fiduciary law and federal regulations
  • Strong presentation skills
  • Proficient with financial planning software; proficient with cash flow modeling tools; proficient with mobile technology.
  • CFP
  • 10+ years of financial planning experience, estate planning experience, or a combination of both; in wealth management


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

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.

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