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About this role:
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
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 AZ, UT, NV, CA, WA, OR, AK, and HI
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%
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $144,400.00 - $300,000.00 Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date: 20 Oct 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 .
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