Job Details

Trusts and Estates Attorney in Long Beach, CA

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Company name

Wells Fargo

Organization Type


Job Type


Practice Area

Trusts and Estates

Years of Experience

Min 10 yrs required


USA Long Beach, CA

Date Last Verified

Aug 19,2017

Posted on

Aug 02,2017

34 hits


Philanthropic Specialist (SWS Senior Advisory Specialist (LO) 1) The candidate applies deep knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients with complex planning needs. May partner with a Relationship Manager or act as Relationship Manager in serving clients. Contributes to growth of the specialty wealth management business by participating in and initiating new client acquisition through leveraging fiduciary skills and specialized knowledge in the marketplace. Administer and manage the risk of moderately complex trust accounts in order to develop or expand relationships. Identifies and addresses issues with clients, underwriting/accepting new accounts, administering, terminating, distributes moderately complex accounts. Proactively engages with clients in specialty wealth planning related conversations; collaborates with partners to develop and propose solutions. Provides analysis of client’s total financial situation and offers creative thinking to arrive at workable solutions. Communicates directly with clients, business partners and Centers of Influence including external resources i.e. accountants, attorneys, who are related to the client relationship as part of day to day administration. May be a team lead. Assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Must have 10+ years trust/fiduciary experience demonstrated through work, military or education experience. Should preferably have Masters of Business Administration (MBA) or Chartered Financial Analyst (CFA) Designation. Masters of Business Administration (MBA) or Juris Doctor degree is preferred. Ability to generate successful business development relationships is a plus. Knowledge and understanding of fiduciary law and federal regulations is desired. Knowledge and understanding of institutional investment management or endowment/foundation management is helpful. Certified Trust and Financial Advisor (CTFA) is a plus. Deadline: August 20, 2017

Additional info

Ref: 5347103

Company info

Hiring Coordinator
Wells Fargo
111 W. Ocean Boulevard
Long Beach, CA 90802-4632