Job Description: Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) that will serve as a primary contact for coordination for Investment & Fiduciary Services; serves as subject matter expert in Fiduciary advice, and deliver advisory based services to clients with highly complex Wealth Management planning needs. Job Responsibilities: 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 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 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 Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal or external customers, Accountants and Attorneys Job Requirements: Solid knowledge and understanding of fiduciary law and federal regulations Excellent verbal, written, and interpersonal communication skills Strong relationship management skills 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Strong presentation skills Risk management experience Experience in wealth management with net worth clients of at least five million dollars Extensive knowledge and understanding of financial and estate planning, fiduciary/trust, wealth transfer, leverage, multiple asset class usage, asset allocation strategies, and taxation Job Details: Company: Wells Fargo Vacancy Type: Full Time Job Location: Irvine, CA, US Application Deadline: N/A Apply Here vacancyoptions.com
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