Senior Lead Fiduciary Advisory Specialist
6 days ago
We are seeking a highly skilled Senior Lead Fiduciary Advisory Specialist to join our team at Wells Fargo. As a key member of our Fiduciary Advisory team, you will be responsible for providing expert guidance and support to our clients and partners.
Key Responsibilities- Advise leadership on the development of complex financial planning strategies and objectives.
- Lead the strategy and resolution of highly complex planning needs in collaboration with clients and partners.
- Deliver innovative solutions that require vision, creativity, and advanced analytical thinking.
- Provide expertise and direction to leadership on implementing large-scale business solutions.
- Collaborate with peers, colleagues, and managers to resolve issues and achieve goals.
- Interact with internal and external customers, accountants, and attorneys.
- 7+ years of Fiduciary Advisory experience or equivalent.
- Desired qualifications include CTFA, JD, L.L.M, or CFP designation.
- 3+ years' experience in administering complex special needs trust accounts as an attorney or trust officer.
Wells Fargo provides a comprehensive benefits package, including health benefits, 401(k) plan, paid time off, disability benefits, and more. We also offer opportunities for professional growth and development, as well as a competitive salary range of $144,400.00 - $300,000.00.
We value diversity, equity, and inclusion in the workplace and welcome applications from all qualified candidates. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.
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