The Wealth Advisor is responsible for identifying prospective clients with investable assets of at least $3MM 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. 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. Successful candidates will lead the Tactical Sales Process and Client Discovery Review to gather information about prospects and clients, future plans, goals, and objectives.
This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Individuals in a Loan Originator (LO) position must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
How to Apply
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