LakewoodWARecruiter Since 2001
the smart solution for Lakewood jobs

Wealth Advisor (SAFE) 2

Company: Wells Fargo
Location: Tacoma
Posted on: August 24, 2019

Job Description:

Job DescriptionAt Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. Were looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where youll 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 and The Private Bank

With over $462 billion in client assets, including $70 billion deposits and $40 billion in loans, Wells Fargos Wealth Management division is one of the nations leading providers of financial services to affluent and high-net-worth clients. Wealth Managements mission is to build enduring relationships with our clients based on a foundation of sound, thoughtful and objective advice. We focus on our clients unique needs to deliver financial solutions that help them build, manage, preserve and transition their wealth.

The Private Bank delivers wealth management solutions to high and ultra-high-net-worth clients with $1 million or more in Wealth relationship balances. Clients of The Private Bank are supported by a personal relationship manager who brings together a dedicated team of specialists. This team delivers an integrated suite of services designed to address the high-net-worth clients complex financial needs. Clients of The Private Bank enjoy many exclusive benefits. A local, dedicated relationship manager works with the client directly and coordinates an experienced team of local specialists. Other benefits clients enjoy include a premium level of service in stores, an enhanced, branded online experience and access to specialized solutions, rates and pricing appropriate for their level of wealth.

Responsibilities

The Wealth Advisor is responsible for identifying prospective clients with investable assets of at least $5MM or more and bringing them to The Private Bank (TPB) within Wells Fargo 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 Wells Fargo. Responsible for ensuring delivery of an exceptional client experience in alignment with The Private Banks value proposition. Accountable for prospect identification, client acquisition and for tailoring the delivery of products, services and resources available across Wells Fargo to clients based on their needs. Serves as relationship manager, informal leader of internal teams and culture carrier for Wealth Management. Leads and leverages our Tactical Sales Process and Client Discovery Review to gather information about prospects and clients current situation, future plans, goals, and objectives. Takes a full balance sheet view to support clients complex financial picture. Engages practice experts in the various Wealth Management lines of business to deliver products and services across the full breadth of WM offerings, including Private Banking, Investment and Fiduciary Services, Brokerage, Insurance and Planning. Also leverages the services available across the Wells Fargo franchise for client benefit. Prepares and delivers presentations, investment and relationship reviews to clients in concert with other relationship team members. Refers business to the appropriate partner within or outside of Wealth Management. Establishes robust relationships with centers of influence (COI) within the HNW/UHNW space. Exercises a strong risk management mindset and ensures that all appropriate measures are taken to mitigate risk.

**Position will sit at our Tacoma, WA location. Will also consider Bellevue, WA and Seattle, WA as locations. The ideal candidate will have local market knowledge and centers of influence, however we will consider relocation for the right candidate.Required Qualifications


  • 5+ years of financial services product and service recommendation experience




    Desired Qualifications


    • 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
    • Commercial credit experience
    • Relationship management experience
    • Existing book of business cultivated through personal business development efforts
    • Experience teaming with specialists from different disciplines to meet the complex financial needs of clients
    • Extensive knowledge of the local market
    • Well-developed centers of influence network
    • Master of Business Administration, CERTIFIED FINANCIAL PLANNER (tm) practitioner, Chartered Financial Analyst, Certified Public Accountant or Juris Doctorate




      Job Expectations


      • Ability to travel up to 10% of the time
      • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
      • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
      • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position.
      • Series 7 and 66, or equivalent, plus Life and Health Insurance licenses must be completed within 210 days of start date, if not held at the time of hire
      • For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required




        Street AddressWA-Bellevue: 205 108th Ave Ne - Bellevue, WA

        WA-Seattle: 999 3rd Ave - Seattle, WA

        WA-Tacoma: 1201 Pacific Ave - Tacoma, WADisclaimerAll 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.

Keywords: Wells Fargo, Lakewood , Wealth Advisor (SAFE) 2, Other , Tacoma, Washington

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


RN / Emergency Room
Description: The benefits of taking a travel nursing job with Cross Country Nurses include: Free Private Housing or Generous Housing Allowance Comprehensive Health Insurance with Prescription Coverage Dependent
Company: Cross Country Nurses
Location: Olympia
Posted on: 09/19/2019

RN Residency - Med Tele
Description: Position Type: Regular Scheduled Hours per 2 week Pay Period: 72 Primary Location: WA gt LAKEWOOD gt ST CLARE HOSPITAL Your time at work should be fulfilling. Rewarding. Inspiring. That s (more...)
Company: CHI-Franciscan St. Clare Hospital
Location: Lakewood
Posted on: 09/19/2019

Uber Eats Delivery - Olympia (Use Car, Bike or Scooter)
Description: Earn Extra Money Delivering for Uber Eats br Delivery-Partner available in the Olympia Area br Earn on Your Own Schedule br Use your Car, Bike or Scooter br Sign up to start the process of delivering (more...)
Company: Uber Eats
Location: Olympia
Posted on: 09/19/2019


Military Family Life Counselors Adult Counseling
Description: including Inter-Service Family Assistance Committees , unit family support staff officers, and other programs and services to build coalitions and connect Federal, state, and local resources and non-profit (more...)
Company: Strategic Resources, Inc.
Location: Olympia
Posted on: 09/19/2019

13J Fire Control Specialist
Description: JOINT Automated Systems are tools that help provide strategic coordination and situational awareness at the tactical levels of combat. As a Fire Control Specialist, your primary responsibility will be (more...)
Company: Army National Guard
Location: Olympia
Posted on: 09/19/2019

Lean Specialist
Description: PeaceHealth is seeking a Lean Specialist for a 1.0 full time equivalent Exempt position. This position will be working Day shift with shift durations of 8 Hours. Req ID: 170036 JOB SUMMARY Responsible (more...)
Company: PeaceHealth
Location: Olympia
Posted on: 09/19/2019

Medical Assistant or LPN - Orthopedics in Bellingham, WA
Description: PeaceHealth is leading the charge to address health concerns and increase access to care in the communities we serve.The PeaceHealth
Company: PeaceHealth
Location: Olympia
Posted on: 09/19/2019

Medical Assistant or LPN - Family Practice in Bellingham, WA
Description: PeaceHealth is leading the charge to address health concerns and increase access to care in the communities we serve.The PeaceHealth
Company: PeaceHealth
Location: Olympia
Posted on: 09/19/2019

RN / Telemetry
Description: The benefits of taking a travel nursing job with Cross Country Nurses include: Free Private Housing or Generous Housing Allowance Comprehensive Health Insurance with Prescription Coverage Dependent
Company: Cross Country Nurses
Location: Lakewood
Posted on: 09/19/2019

Pet Sitter - Earn up to $1000/month Playing With Dogs
Description: Want to make money watching dogs at home or around your neighborhood We're looking for animal lovers like you to join Rover as independent pet sitters. Set your own schedule: Full time, part time-work (more...)
Company: Rover
Location: Lacey
Posted on: 09/19/2019

Log In or Create An Account

Get the latest Washington jobs by following @recnetWA on Twitter!

Lakewood RSS job feeds