The Robert Toigo Foundation

Wealth Advisor

Wells Fargo
Published
January 7, 2020
Location
Multiple, United States
Job Type

Description

Location(s): Multiple

Job Description:

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

  1. View the brief job descriptions for the various positions highlighted above
  2. Visit www.wellsfargojobs.com > search jobs > type in Job Title or Job Opening ID Or click link
    To view additional available roles of similar functions, type the job title in ‘Search Jobs’ field without the level. For example, type ‘Information Security Engineer’ instead of ‘Information Security Engineer 4’.
  3. After reviewing the qualifications and if you are interested in applying – click ‘Apply for Job’
    If you have a login created, please use it to log in. If not, please create one.
  4. Complete the application
    For “Specific Referral Source,” write-in “ToigoPRO”
  5. After you have applied and received a confirmation, please email your resume along with the position name and Job Opening ID to DiversityRecruitingCOE@wellsfargo.com

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