Current jobs related to Senior Wealth Banking Specialist - Rochester, Minnesota - Wells Fargo

  • Senior Banking Specialist

    8 hours ago

    Rochester, Minnesota, United States Mayo Employees Federal Credit Union Full time

    Unlock Your Potential as a Senior Banking SpecialistWe are seeking a highly motivated and experienced Senior Banking Specialist to join our team at Mayo Employees Federal Credit Union. As a key member of our Branch Operations department, you will be responsible for delivering exceptional customer service and providing expert banking solutions to our...

  • Wealth Management Advisor

    4 weeks ago

    Rochester, Minnesota, United States Carlson Capital Management Full time

    Job SummaryAt Carlson Capital Management, we are seeking a highly skilled and experienced Integrated Wealth Advisor to join our team. As a key member of our Advisory Team, you will be responsible for managing client relationships, providing financial planning and investment advice, and delivering exceptional client service.Key ResponsibilitiesManage a...

  • Loan Processor Specialist

    3 weeks ago

    Rochester, Minnesota, United States Manufacturers Bank & Trust Full time

    Job SummaryManufacturers Bank & Trust is seeking a highly skilled Loan Processor Specialist to join our team. As a Loan Processor Specialist, you will be responsible for managing loan customers' banking needs by assisting with loan transactions, loan documentation, and responding to customer inquiries with appropriate information, problem-solving, and...

  • Senior Systems Integration Specialist

    1 month ago

    Rochester, Minnesota, United States Benchmark Electronics Full time

    Job SummaryBenchmark Electronics is seeking a skilled Senior Systems Integration Specialist to join our team. As a key member of our assembly operations, you will play a critical role in preparing products for systems-level assembly.Key ResponsibilitiesAccess and verify necessary documentation and drawings for each job assignmentVerify kits, enter batch lot...

  • Senior Systems Integration Specialist

    2 weeks ago

    Rochester, Minnesota, United States Benchmark Electronics Full time

    Job Summary: We are seeking a highly skilled and detail-oriented Senior Systems Integration Specialist to join our team at Benchmark Electronics. As a key member of our assembly and test team, you will be responsible for preparing products for systems-level assembly, including unpacking, setup, assembly, final packaging, and repair as...

  • Senior Systems Integration Specialist

    1 week ago

    Rochester, Minnesota, United States Benchmark Electronics Full time

    Job Summary:As a Senior Systems Integration Specialist at Benchmark Electronics, you will play a critical role in preparing products for systems-level assembly. This involves unpacking, setting up, assembling, and packaging products, as well as repairing them as needed. You will work closely with our team to ensure that all products meet our high standards...

  • LPN - Senior Care Specialist

    3 days ago

    Rochester, Minnesota, United States Great Lakes Management Full time

    We are seeking a compassionate and dedicated Licensed Practical Nurse to join our team at Cottagewood Senior Communities. As an LPN, you will play a vital role in promoting the health and safety of our residents through on-site visits and staff training.The ideal candidate will have a minimum of one year of experience in home health, assisted living, or...

  • Client Service Associate

    3 weeks ago

    Rochester, Minnesota, United States Stifel Financial Full time

    Job SummaryThe Client Service Associate plays a vital role in supporting Financial Advisors with the opening and maintenance of client accounts and records. This position requires a high level of administrative support, including word processing, preparing mailings, filing, and answering phone calls. The ideal candidate will provide exceptional customer...

  • Caregiver Overnight Specialist

    3 days ago

    Rochester, Minnesota, United States New Perspective Senior Living LLC Full time

    Job OverviewNew Perspective Senior Living LLC is seeking a compassionate and dedicated Caregiver to join our team. As a Caregiver, you will play a vital role in providing daily quality care, engaging activities, and enrichment programs to our residents, assisting them to Live Life on Purpose.This is a perfect opportunity for individuals who are passionate...

  • Licensed Practical Nurse

    3 weeks ago

    Rochester, Minnesota, United States The Waters Senior Living Full time

    About The Waters Senior LivingWe are a community-driven organization dedicated to providing exceptional care and services to our residents. Our mission is to create a sense of community where everyone thrives.Job SummaryWe are seeking a Licensed Practical Nurse (LPN) to join our team at The Waters Senior Living. As an LPN, you will be part of an integrated...

  • Server - Dining Experience Specialist

    2 months ago

    Rochester, Minnesota, United States New Perspective Senior Living LLC Full time

    Job SummaryWe are seeking a skilled and friendly Server to join our team at New Perspective Senior Living LLC. As a Server, you will be responsible for providing exceptional dining experiences for our residents and guests. If you have a passion for delivering top-notch customer service and a strong work ethic, we encourage you to apply for this exciting...

  • Family Engagement Specialist

    1 week ago

    Rochester, Minnesota, United States Family Service Rochester Full time

    Family Engagement SpecialistAt Family Service Rochester, we are seeking a dedicated and compassionate Family Engagement Specialist to join our Family Involvement Strategies team. In this role, you will work directly with families who are involved with child protection and juvenile corrections services to develop and implement plans that ensure child safety,...

  • Family Medicine Physician Opportunity in Rochester, MN

    3 weeks ago

    Rochester, Minnesota, United States The Curare Group Full time

    Join a Thriving Orthopedic Surgery DepartmentWe are seeking a non-operative Family/Sports Medicine physician to join our practice in southern Minnesota. Our organization is committed to providing exceptional patient-centered care, and we are looking for a dedicated professional to partner with us in this endeavor.Practice DetailsProficiency in diagnostic and...

  • Senior Marketing Strategist

    3 days ago

    Rochester, Minnesota, United States IDR Healthcare Full time

    At IDR Healthcare, we are seeking a highly skilled Senior Marketing Specialist to join our team. This is a 6-month remote contract role that offers a unique opportunity to work with a large organization and contribute to an ever-growing team-oriented culture.Key Responsibilities:Monitor and evaluate the performance of marketing activities to ensure alignment...

  • Senior Solutions Architect

    3 days ago

    Rochester, Minnesota, United States Xylo Technologies Full time

    Job Title: Senior Solutions ArchitectDuration: 7 MonthsRemote Work:We are seeking a highly skilled Senior Solutions Architect to join our team at Xylo Technologies. The ideal candidate will have previous experience implementing vendor connectivity with FHIR APIs, working with Epic Vendor Services portal and Epic fhir.epic.com APIs and documentation.Key...

  • LPN Senior Care Specialist

    3 days ago

    Rochester, Minnesota, United States Great Lakes Mgmt Co Full time

    Job DescriptionCottagewood Senior Communities is seeking a compassionate and dedicated LPN to join our care team. As a Licensed Practical Nurse, you will play a vital role in promoting the health and safety of our residents through on-site visits and staff training.Key Responsibilities:Ensure staff is trained in medical procedures and policiesConduct on-site...

  • Rework Specialist III

    3 days ago

    Rochester, Minnesota, United States Benchmark Electronics Full time

    About the Role:We are seeking a skilled Rework Specialist III to join our team at Benchmark Electronics. As a key member of our production team, you will be responsible for performing rework and repair operations on assemblies and ensuring they meet our high-quality standards.Key Responsibilities:Determine product priority based on production...

  • Accounting Specialist

    3 days ago

    Rochester, Minnesota, United States Securian Financial Group Full time

    Financial Reporting SpecialistAre you passionate about financial reporting and looking to make a significant impact? As a Financial Reporting Specialist, you will play a crucial role in preparing and distributing internal financial statements, regulatory accounting filings, and external audited financial statements and disclosures. Your expertise will ensure...

  • Senior Guest Experience Manager

    7 days ago

    Rochester, Minnesota, United States StaybridgeEVEN Rochester Full time

    At Staybridge Suites Mayo Clinic area, we're seeking a skilled Guest Relations Specialist to deliver exceptional experiences for our guests.As a key member of our hotel team, you'll have the opportunity to interact with guests from diverse backgrounds, ensuring their stay is nothing short of extraordinary.As a Guest Relations Specialist, you'll receive a...

  • Senior Plumbing Specialist

    6 days ago

    Rochester, Minnesota, United States Mr. Rooter Full time

    Job SummaryAs a Plumber at Mr. Rooter, you will be responsible for installing, maintaining, and repairing existing plumbing equipment. You will also determine the condition of plumbing equipment, troubleshoot malfunctions, and determine the necessary repairs. Additionally, you will identify materials and quantities needed for new and repair projects,...

Senior Wealth Banking Specialist

2 months ago

Rochester, Minnesota, United States Wells Fargo Full time

Why Wells Fargo:


Are you prepared to elevate your career? This is your opportunity - at a firm recognized for our "Well Life" philosophy that supports employees' professional goals, work-life harmony, and overall well-being.

We are proud to have secured the #2 position on the 2023 LinkedIn Top Companies list, and #1 among financial service providers, as the premier workplace for career advancement in the U.S.

Our commitment to diversity, equity, and inclusion is both significant and genuine. In terms of financial well-being, we provide competitive compensation and a comprehensive benefits package. Join us today.

About this role:


Wells Fargo is in search of a Senior Wealth Banking Specialist within Consumer and Small Business Banking, as part of our Branch Banking division.

Explore more about the career paths and business sectors at Wells Fargo.

Upon fulfilling the necessary licensing and SAFE registration, the Senior Wealth Banking Specialist LP (SAFE) will transition into the Senior Wealth Banking Specialist (SAFE) role.


The following job profile aims to provide a general overview of the responsibilities of Senior Wealth Banking Specialists; however, daily tasks and obligations may vary by branch and individual banker based on several factors, including (but not limited to) experience level, client portfolio, banking services offered, and specific client requirements.


In this role you will:


Individuals who are not fully licensed upon hiring will engage in the Branch Banking Licensed Banker licensing program as a Senior Wealth Banking Specialist LP (SAFE).

This is a provisional position until the employee successfully meets licensing criteria.

Upon successful completion, employees will advance to the Senior Wealth Banking Specialist (SAFE) role and undertake the following responsibilities:

1. Actively seek out new affluent individual and small business clients, while enhancing existing relationships through outreach and scheduled meetings.

2. Evaluate and address moderately complex customer issues for potential resolution through the discretionary application of relevant resolution protocols.

3. Escalate banking-related challenges or business risks that necessitate thorough analysis.

4. Provide guidance to clients on various recommended financial options and services available.

5. Maintain a comprehensive understanding of Wells Fargo's banking, credit, and investment solutions and services.

6. Identify client objectives and aspirations for business, mortgage, retirement, and investment services, and collaborate closely with colleagues in Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to fulfill these identified needs and goals, in alignment with clients' overall financial situations.

7. Recognize and manage risks within the business by adhering to policies, procedures, and controls, ensuring compliance with applicable laws and regulations.

8. Gather information directly from clients regarding income, assets, investments, and credit; analyze this information to create tailored plans that highlight Wells Fargo's banking solutions and services that best address clients' financial needs and aspirations.

9. Cultivate relationships with branch team members, affluent clients, and partners to acquire, deepen, and retain relationships, ultimately aiding clients in achieving financial success.

10. Exercise independent judgment and discretion in managing client relationships through regular consultations to assess financial status and objectives, offering advice on banking services and options to adapt to evolving circumstances.

11. Be an engaged member of the branch team, including mentoring other branch staff on relationship development and managing moderately complex to complex client needs.

12. May pursue additional licenses (Series 7 and Series 66) once the minimum licensing prerequisites are satisfied.


This SAFE position involves customer interaction and responsibilities that may include offering/negotiating terms and/or processing applications for secured transactions.

Therefore, this role requires compliance with the SAFE Mortgage Licensing Act of 2008 and all associated regulations. Continued employment is contingent upon meeting all such requirements, including satisfactory background investigation results. Individuals in a SAFE position must also fulfill the Loan Originator requirements under Regulation Z (LO) as outlined in the job expectations below.

Required Qualifications:
4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

3+ years of experience in building and maintaining effective relationships with clients and partners.

3+ years of experience in recommending products and services.

Desired Qualifications:
Experience in the financial services sector in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking.

Experience in recommending financial services products and services.

Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration.

State Insurance license(s).

3+ years of experience in a licensed financial services role.

Customer service orientation with experience managing complex transactions across multiple systems.

Proficient in proactively sourcing, acquiring, building, and maintaining relationships with clients and colleagues.

Exceptional verbal, written, and interpersonal communication skills.

Knowledge and understanding of business processes to actively manage a portfolio of Wells Fargo clients to meet their needs and grow the business.

Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention.

Ability to adhere to policies, procedures, and regulations.

Ability to educate and connect clients to technology and demonstrate the value of self-service digital banking options.

Experience utilizing strong business acumen to provide financial services consultation to small business clients.

Knowledge and understanding of financial services consumer lending products.

Ability to interact with integrity and professionalism with clients and employees.

High motivation with the capability to successfully meet team objectives while maintaining individual performance.

Experience in mentoring and coaching peers.

Job Expectations:
Ability to work during holidays and weekends.

Adherence to Wells Fargo's sales practices and risk management culture.


Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified timeframe.

For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required.


For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified timeframe: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY.

The State of WY allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement.

This list of states is subject to change, and the Series 65 (or equivalent) licensing requirement will be based on current state regulations during employment.

State Insurance license(s) are required for this role and must be completed within a specified timeframe.

Licensing requirements and expected completion timeline will be communicated to the candidate upon offer acceptance.

Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. 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. This position requires SAFE registration at the time of employment. Wells Fargo will commence the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for employment in this position.


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 utilized 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 is not eligible for Visa sponsorship.

We Value Diversity:


At Wells Fargo, we are committed to diversity, equity, and inclusion in the workplace; therefore, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran, or any other status protected by applicable law.


Employees support our focus on building strong customer relationships balanced with a robust risk management and compliance-driven culture, which firmly establishes these disciplines as critical to the success of our clients and the organization.

They are accountable for executing all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

There is an emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.


Candidates applying to job openings posted in the U.S.: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.


Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples, and visible minorities.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug-free workplace. Please see our Drug and Alcohol Policy to learn more.