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Senior Wealth Planner 2

Company: Wells Fargo
Location: Boston
Posted on: November 22, 2021

Job Description:

Job DescriptionImportant Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. --In order to receive text message invitations, your profile must include a mobile phone number designated as ---Personal Cell--- or ---Cellular--- in the contact information of your application.--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.Wealth & Investment Management, or WIM, is one of the United States--- leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients--- unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

  • Building enduring client relationships through sound, thoughtful, and objective advice
  • Developing individualized plans for clients to help meet their financial objectives
  • Helping clients build, manage, preserve, and transition their financial resources and wealthWIM serves clients through the following businesses:
    • Wells Fargo Private Bank serves high-net-worth individuals and families.
    • Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.--
    • Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.This role understands and consults with relationship managers and/or advisors, whose clients' net worth is generally above $5MM, to provide an understanding of the tools and resources available to help clients. --
      • Provides subject matter expert consulting services to relationship managers and/or advisors to educate advisors on available advice and planning tools and resources to increase an advisor's ability to confidently incorporate advice and planning into their client practice. --
      • Consults with relationship managers and/or advisors to help prepare the team for consultative process with their clients. --
      • Has expertise in income tax and financial and estate planning.--
      • Subject matter expert on advice and planning tools, processes, and policies to help educate and consult with relationship teams. --May deliver the plan in partnership with the relationship team.--
      • Provides moderate to more advanced planning support. --May provide support as a subject-matter expert. --
      • Works closely with internal product teams to understand the available financial services products.--
      • May work on research projects, presentations, writing assignments, or other projects as they arise.--
      • Adheres to planning and risk procedures and protocols.--
      • This position supports multiple hubs.Required Qualifications
        • 8+ years of experience in one or a combination of the following: tax planning, financial planning, or wealth planningDesired Qualifications
          • Juris Doctor (JD) degree, Certified Financial Planner (tm) designation, Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA)
          • Knowledge and understanding of financial planning
          • A Masters of Business Administration (MBA)
          • Wealth management experience
          • FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)Other Desired Qualifications
            • Extensive experience with complex High Net Worth and Ultra High Net Worth clients ($10 million plus Net Worth)
            • High net worth tax or estate planning experience
            • Masters in Taxation
            • LL.M.
            • EAJob Expectations
              • Ability to travel up to 20% of the time
              • Registration for FINRA Series 7 and Series 66 (or 63 and 65) must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance
              • For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be requiredDisclaimer
                All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.Relevant military experience is considered for veterans and transitioning service men and women.Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.Benefits SummaryBenefits--Visit https://www.wellsfargo.com/about/careers/benefits--for benefits information.

Keywords: Wells Fargo, Boston , Senior Wealth Planner 2, Accounting, Auditing , Boston, Massachusetts

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