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At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.Wealth Management (WM): Wealth Management business is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and the Consumer Bank. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth.Strategically grows the business and serves the clients of the Wealth Management group through delivery of differentiated specialty consulting. Collaborates with the WM Head of Family Dynamics, SeniorManaging Director(s), Regional Managing Directors and client-facing professionals to surface, prioritize and cultivate family dynamics consulting opportunities that enable business acquisition, business expansion or business retention in the following areas: legacy planning; leadership development and family governance; parenting amid affluence; family education; transition planning;philanthropy as a family endeavor; values clarification; communication; and/or the preparation of heirs. Directs the delivery of family dynamics services across the national WM footprint,including the delivery to clients of professional consultation and both the facilitative processes and specific tools designed to align with their stated objectives. Collaborates with the WM Head of Family Dynamics, other business leaders and appropriate client-facing professionals to identify appropriate internal and external marketing opportunities that directly and indirectly build the WM brand and highlight family dynamics consulting as a competitive differentiator. Develops and grows effective and collaborative internal partnerships with other WF practice groups in the service of achieving business goals.Flexible with location in Wealth Management offices in major hubs anywhere in the US. Preference for NE, SE and SW locations.Required Qualifications:
8+ years of experience in one or a combination of the following: family dynamics, advising/managing high net worth individuals or families, or wealth planning (legacy, transition or philanthropy)
Desired Qualifications:
Certificate in Family Wealth Advising; Certified Family Coach; Financial Therapy Graduate Certificate
Ability to travel up to 75% of the time
Job Expectations:
Ability to travel up to 75% of the time
How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psc/PSEA/APPLICANTNW/HRMS/c/HRSHRAMFL.HRSCGSEARCHFL.GBL?Page=HRSAPPJBPSTFL&FOCUS=Applicant&SiteId=1&JobOpeningId=5479962&PostingSeq=1.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.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.
Vacancy expired!