Senior Wealth Management Banker (SAFE)

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 Wealth Management Banker... Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

In This Role, You Will

Participate in developing new and managing existing High Net Worth Client relationshipsWork as part of a Wealth team that utilizes an integrated planning approach to recommend strategies that utilize Wells Fargo's individual and institutional capabilities to maintain client wealth within Wealth Management Banking and contribute to large scale planning related to functional area deliverablesReview and analyze custom credit and deposit strategies and solutions to clients to manage custom credit portfolios that require an in depth evaluation of variable factorsResolve banking solutions and deliver, construct and implement custom credit and deposit strategies and solutions to clientsLead team to meet functional area deliverables while leveraging solid understanding of the function, policies, procedures and compliance requirementsCollaborate and consult with peers, colleagues and managers to resolve issues and achieve goalsInteract with internal and external customersThis 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

4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

Successfully completed FINRA Series 7 and 66 exams to qualify for immediate registrationExperience working with UHNW clientsExcellent sales and relationship management skillsStrong knowledge of credit and cash management servicesExcellent sales advisory and discovery skillsKnowledge of wealth management products and referral partnerships

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

Pay Range

$100,800.00 - $179,200.00

Benefits

Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

401(k) PlanPaid Time OffParental LeaveCritical Caregiving LeaveDiscounts and SavingsHealth BenefitsCommuter BenefitsTuition ReimbursementScholarships for dependent childrenAdoption Reimbursement

Posting End Date

25 Apr 2024

Job posting may come down early due to volume of applicants.

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, status as a protected veteran, or any other legally protected characteristic.

Applicants With Disabilities

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

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Reference Number

R-359182