R-524418 Senior Lead Trust & Fiduciary Strategist (LO)

Wells Fargo Bank • Dallas, TX

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About The Position

Wells Fargo is seeking a Senior Lead Trust and Fiduciary Strategist (LO). In this role, you will advise leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex financial planning needs. You will lead the strategy and resolution of highly complex planning needs in collaboration with clients and partners, delivering solutions that require vision, creativity, innovation, and advanced analytical and inductive thinking. You will provide vision, direction, and expertise to leadership on implementing innovative and significant business solutions that are large-scale, cross-functional, or company-wide strategies. You will collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals, and interact with internal or external customers, Accountants, and Attorneys. This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.

Requirements

• 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
• Meet 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
• Meet ongoing regulatory requirements including additional screening, if necessary
• Provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired

Nice To Haves

• In depth trust and estate planning experience focused on the HNW/UNHW space in a client-facing capacity
• Extensive knowledge and understanding of financial and estate planning, fiduciary/trust, wealth transfer, leverage, multiple asset class usage, asset allocation strategies, and taxation
• Solid knowledge and understanding of fiduciary law and federal regulations
• Experience with family dynamics or working with inter-generational families
• One or more of the following credentials highly desired: Juris Doctor (JD) degree, CTFA, CPA, or CFP designations
• Excellent verbal, written, and interpersonal communication skills
• Strong presentation skills

Responsibilities

• Advise leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex financial planning needs
• Lead the strategy and resolution of highly complex planning needs in collaboration with clients and partners
• Deliver solutions that require vision, creativity, innovation, advanced analytical and inductive thinking
• Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are large scale cross functional or companywide strategies
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal or external customers, Accountants and Attorneys
• Assess needs and refer customers interested in a dwelling secured product to a SAFE team member
• Assist customers without taking an application and without offering or negotiating terms of a dwelling secured transaction

Benefits

• Wells Fargo is an equal opportunity employer.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed