Wells Fargo position opening in Specialized Wealth Services

Senior Advisory Specialist - Specialized Wealth Services
Organization Name: 
Wells Fargo
Job Category: 

This Philanthropic Services Sr Advisory Specialist is a specialty fiduciary expert that applies deep knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients with complex planning needs. May partner with a Relationship Manager or act as Relationship Manager in serving clients.

Contributes to growth of the specialty wealth management business by participating in and initiating new client acquisition through leveraging fiduciary skills and specialized knowledge in the marketplace. In some cases, may administer and manage the risk of moderately complex trust accounts in order to develop or expand relationships. As the relationship manager for a book of business, identifies and addresses issues with clients, underwriting/accepting new accounts, administering, terminating, distributes moderately complex accounts.

See full job description and apply here.

Application Deadline: 
Monday, July 31, 2017