Sr Wealth Planning Strategist
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Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune's 2015 rankings of America's largest corporations. Wells Fargo's vision is to satisfy our customers' financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories .
Wealth and Investment Management (WIM) is one of the company's four main divisions. 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 Community Bank. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth.
Sr Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects, and also assists with overall client discovery. Works alongside the relationship manager to assess goals, objectives, and current situation of clients and prospects through a discovery process to determine the most appropriate planning offering. Focuses on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer planning. Utilizes Wealth Planners/Senior Wealth Planners to support creation and delivery of client analyses and necessary research. Collaborates with the Senior Director of Planning, the Regional Wealth Planning Manager, and the rest of the Regional Planning team to promote Wealth Planning both internally and externally. Provides support as a subject-matter expert for a specific specialty or type of service. Monitors and tracks client revenues related to wealth planning work to ensure sales opportunities are maximized. Spends majority of time working with teams to build out client relationships while relying on Wealth Planners/Senior Wealth Planners to produce any planning analysis. Works to support regional/office specific business initiatives. Required to review documents such as Wills, Trusts, corporate governing documents, and others. Adheres to all planning protocols and procedures. Reports to a Regional Director with dual reporting to the Senior Director of Planning. This role will support the Richmond, Norfolk, Charlottesville and Roanoke markets.
- 8+ years of experience in one or a combination of the following: tax, financial, or wealth planning
Other Desired Qualifications
- 10 years comprehensive financial planning experience with HNW clients.
- 10+ years estate planning experience with HNW clients.
- Advance degree and/or professional designations such as CFP, JD, CPA or Masters in Taxation.
- Experience with financial planning software.
- COIs and local market knowledge in the Richmond, Norfolk, Charlottesville and Roanoke markets.
- Deep experience with clients in the $20+ million Net Worth segment.
- Ability to travel up to 30% of the time
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.
0060762 WEALTH INV MGMT/WIM PSI
Meet Some of Wells Fargo's Employees
Lauren audits Wells Fargo’s financial reports to assess accuracy and risk. She reviews processes in place, analyzes management controls, and communicates calculations and findings with business partners.
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