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For your reference, we have included the original job posting below.
Wm Wealth Specialist 1
Job Number:
44105123
Company Name:
Wells Fargo
Job Location:
OVERLAND PARK, KS US
Job Category:
Accounting & Finance
Wm Wealth Specialist 1
Manages all aspects of the wealth planning process to support sales, service and implementation of wealth planning as part of the client experience. Responsible for growing and retaining Wealth Management relationships by integrating fiduciary knowledge, financial planning, business development and investment knowledge. These competencies are utilized in the delivery of advisory-based services to clients with high complex planning needs in collaboration Wealth Advisors, Investment Managers, Private Bankers, Regional Insurance Specialists and Centers of Influence. A core focus is on acquiring new High Net Worth and Ultra High Net Worth client relationships and expanding existing relationships through wealth planning, consistent profiling and needs assessment. The WMS may serve as Relationship Manager or partner with WA in serving these HNW+ relationships. Wealth Management Specialists complement a full balance sheet approach by offering sophisticated planning strategies in all phases of the planning process that enable clients to leverage and protect the value of their estates. The WMS manages all aspects of the wealth planning process to support sales, service and implementation of wealth plans. This includes profiling, document review and analysis, cash flow analysis, selecting appropriate strategies, plan design and plan delivery. Works on producing wealth plans for clients with net worth up to $25MM. Reviews and approves all HNW plans up to $10MM; consults with the Wealth Management Director and Regional Manager as needed for plan review for high net worth client plans over $10MM. May act as team lead and/or manager for Wealth Management Specialists and Financial Planners. Must have advanced knowledge of financial and estate planning, wealth transfer, leverage, multiple asset class usage, asset allocation strategies and taxation. Broad knowledge of regulatory requirements and demonstrated ability to produce required compliance results. Collaborates with Center Administration team on compliance and risk issues. Collaborates closely with the Wealth Planning Centers to serve clients_ needs. This position may report to a Wealth Mgmt Dir or a Regional Trust Manager. Works closely with WMG Center partners.
Basic Qualifications: 8+ years relationship management experience and demonstrated experience in wealth management with clients at least $10MM+.
Minimum Qualifications: Demonstrated track record in new business development within Financial Services.
Preferred Skills: Experience with Private Banking, Wealth Management or Business Banking clients with at least $1MM-$3MM+. Knowledge of financial and estate planning, wealth transfer, leverage, multiple asset class usage, asset allocation strategies, taxation, and broad knowledge of fiduciary law and federal regulations. Local market experience and knowledge.
