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Senior Lead Fiduciary Advisory Specialist

  • Client Management
  • Full time
  • R-380966

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...

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
  • Position requires a broad base of fiduciary knowledge, including estate administration, post-mortem planning, gift tax strategies, income tax strategies and other complex wealth transfer strategies.
  • Estate Advisory Specialist responsibilities include: ensuring the death settlement process proceeds in an efficient manner and in accordance with post-mortem planning, regulatory and statutory requirements, and internal policies, preliminary risk analysis; review and implementation of estate planning documents; identifying compliance/risk and potential risk issues, and, review of related documents (estate and gift tax returns, income tax returns, accountings, etc...).


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:

  • 8+ years of direct experience in administering estates and deceased grantor trusts as an attorney or trust officer
  • Knowledge of complex estate planning strategies including tax strategies
  • Ability to read, interpret and explain will and trust documents, probate laws, and tax provisions
  • JD, LLM, CFP or CTFA designations
  • Experience in wealth management with high-net-worth clients of at least five million dollars.

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
  • Ability to travel up to 50% of the time

Posting End Date: 

28 Jul 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.

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.

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.

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.


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