Job Details

Trusts and Estates Attorney in Santa Clara, CA

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Company name

Wells Fargo

Organization Type

In-House

Job Type

Attorney

Practice Area

Trusts and Estates

Years of Experience

Min 5 yrs required

Location

USA Santa Clara, CA

Date Last Verified

Dec 09,2017

Posted on

Dec 07,2017

9 hits

Profile

Wealth Advisor (SAFE) II The candidate will be responsible for identifying prospective clients with investable assets of at least $3MM or more and bringing them to The Private Bank (TPB) within Wealth Management (WM). Manages the relationships of high net worth (HNW) and ultra-high net worth (UHNW) clients of The Private Bank in coordination with Private Bankers, Fiduciary Advisory Specialists, Investment Strategists, Financial Advisors, Wealth Planners, Insurance Specialists and other professionals across the firm. Accountable for prospect identification, client acquisition and for tailoring the delivery of products, services and resources to clients based on their needs. Serves as relationship manager, informal leader of internal teams for WM. Leads our Tactical Sales Process and Client Discovery Review to gather information about prospects and clients, future plans, goals, and objectives. Engages practice experts in various WM lines of business to deliver products and services across the full breadth of WM offerings and experts across the firm for client benefit. Prepares and delivers presentations, and relationship reviews to clients. Partners during client relationship reviews with Financial Advisors, who present investment updates. Refers business to the appropriate partner within or outside of WM. Establishes relationships with centers of influence within the HNW/UHNW space. Ensures all appropriate measures are taken to mitigate risk. This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Must have 5+ years of financial services product and service recommendation experience. Should preferably have existing book of business cultivated through personal business development efforts. Relationship management experience is plus. Should preferably have 5+ years of experience with high net worth and ultra high net worth client portfolios across a broad array of wealth management products and services. Application deadline: 12/12/2017.

Additional info

Ref: 5374808

Company info

Hiring Coordinator
Wells Fargo
1995 EL CAMINO REAL STE 100,
Santa Clara, CA 95050