Senior Lead Wealth Planning Strategist

About this role:

The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of $10MM into Wealth & Investment Management. 

In this role, you will:

• Provide customized wealth planning advice to clients and prospects, based on deep client discovery and understanding of client goals and objectives

• Work with Advisors to develop business opportunities with clients and prospects

• Focus on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer strategies

• Provide support as a subject-matter expert to clients and Advisors around wealth planning content, services, and solutions

• Coach and educate Advisors to independently implement wealth planning advice to other clients

• Prioritize consulting and interactions with Advisors to serve largest and most complex clients

• Present wealth planning advice during client meetings in clear, concise, and actionable manner

• Collaborate with internal and external partners to promote wealth planning both internally and externally

• Adhere to all planning and risk protocols and procedures

​Required Qualifications:

• 7 years of Wealth Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 10 years comprehensive financial planning experience with U/HNW clients, including, but not limited to, financing planning, goals-based investing, private banking, retirement strategies, and other U/HNW solutions

• 10 years of wealth transfer and planning experience with U/HNW clients

• Advance degrees and/or professional designations/licenses, such as J.D., MBA, M.S. in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) strongly preferred

• Deep experience with clients in the $25 million net worth segment

• Professional network and local market knowledge in location and location markets

Job Expectations: 

• Ability to travel up to 25% of the time

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.

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:

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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.

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.