Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

WM Senior Fiduciary Advisory Specialist (Lo)

Expired Job

Wells Fargo Boise , ID 83701

Posted 4 months ago

Job Description:

At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll 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 (WM) 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. Investment & Fiduciary Services (IFS) is within WM and works with our clients to build, manage, preserve and transition their wealth.

As one of the nation's strongest financial institutions, we bring together a team of experienced professionals to gain insight into each client's unique situation so that we may deliver specialized wealth solutions that best meet their needs and goals. Within IFS, we have 6 Fiduciary Management Services (FMS) offices that support clients and field offices by providing trust administration, investment management, and fiduciary services.

Primary contact for coordination for Investment & Fiduciary Services; serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs in collaboration with clients, partners and Centers of Influence.

Grows & retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge and client acquisition skills. Acquires new high net worth client (HNW) and ultra-high net worth relationships through consistent profiling on the 12 WM Issues and needs assessment. Conversant in all aspects of Specialized Wealth Services (SWS); may specialize in some areas.

Takes a full balance sheet approach when sourcing new business including identifying and referring new credit, deposit and/or brokerage opportunities. Engages in WM conversations, applies tax & transition strategies, introducing Wealth Planning Strategists for complex or comprehensive planning engagements and SWS Specialists for appropriate solutions, enabling clients to leverage & protect the value of their estates. Applies in depth knowledge of each of the 12 WM Issues, and needs assessment to evolve the advice cycle.

Focuses on clients with a minimum net worth of $5MM or as determined by mgmt. Introduces Wealth Planning Strategists for wealth plans above $5MM. May act as team lead and/or mgr.

Collaborates with Center Administration team on compliance issues. Developing new and expanding current WM relationships is a key function. 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.

Required Qualifications

  • 10+ years of financial planning experience, estate planning experience, or a combination of both; in wealth management

Desired Qualifications

  • Experience in wealth management with net worth clients of at least five million dollars

  • 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

  • Excellent verbal, written, and interpersonal communication skills

  • Strong presentation skills

  • A Juris Doctor (JD) degree

  • Estate planning experience

Job Expectations

  • 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.

Disclaimer

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.

WEALTH INV MGMT/WIM PSI 0003380 WEALTH INV MGMT/WIM PSI



See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Senior Quality Interventions/Qi Compliance Specialist

Molina Healthcare

Posted 6 days ago

VIEW JOBS 12/5/2018 12:00:00 AM 2019-03-05T00:00 Job Description Job Summary Molina's Quality Improvement function oversees, plans, and implements new and existing healthcare quality improvement initiatives and education programs; ensures maintenance of programs for members in accordance with prescribed quality standards; conducts data collection, reporting and monitoring for key performance measurement activities; and provides direction and implementation of NCQA accreditation surveys and federal/state QI compliance activities. Knowledge/Skills/Abilities The Senior Specialist, Quality Interventions / QI Compliance contributes to one or more of these quality improvement functions: Quality Interventions and Quality Improvement Compliance. * Acts as a lead specialist to provide project-, program-, and / or initiative-related direction and guidance for other specialists within the department and/or collaboratively with other departments. * Implements key quality strategies, which may include initiation and management of provider, member and/or community interventions (e.g., removing barriers to care); preparation for Quality Improvement Compliance surveys; and other federal and state required quality activities. * Monitors and ensures that key quality activities are completed on time and accurately in order to present results to key departmental management and other Molina departments as needed. * Writes narrative reports to interpret regulatory specifications, explain programs and results of programs, and document findings and limitations of department interventions. * Creates, manages, and/or compiles the required documentation to maintain critical quality improvement functions. * Leads quality improvement activities, meetings and discussions with and between other departments within the organization. * Evaluates project/program activities and results to identify opportunities for improvement. * Surfaces to Manager and Director any gaps in processes that may require remediation. * Other tasks, duties, projects and programs as assigned.Job Qualifications Required Education Bachelor's Degree or equivalent combination of education and work experience. Required Experience * Min. 3 years experience in healthcare with minimum 2 years experience in health plan quality improvement, managed care or equivalent experience. * Demonstrated solid business writing experience. * Operational knowledge and experience with Excel and Visio (flow chart equivalent). Required License, Certification, Association N/A Preferred Education Preferred field: Clinical Quality, Public Health or Healthcare. Preferred Experience 1 year of experience in Medicare and in Medicaid. Experience with data reporting, analysis and/or interpretation. Preferred License, Certification, Association * Certified Professional in Health Quality (CPHQ) * Nursing License (RN may be preferred for specific roles) * Certified HEDIS Compliance Auditor (CHCA) To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing. Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V. Molina Healthcare Boise ID

WM Senior Fiduciary Advisory Specialist (Lo)

Expired Job

Wells Fargo