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Senior Lead Fiduciary Advisory Specialist

1 month ago

San Francisco, California, United States Wells Fargo Full time
About the Role

We are seeking a highly skilled Senior Lead Fiduciary Advisory Specialist to join our team at Wells Fargo. In this role, you will be responsible for advising leadership on complex financial planning needs and developing strategies to resolve them.

You will work closely with clients and partners to deliver innovative solutions that require vision, creativity, and advanced analytical thinking. Your expertise will be essential in providing direction and guidance to leadership on implementing large-scale business solutions.

This is a unique opportunity to work with a talented team and make a significant impact on our customers' lives. If you are a motivated and experienced professional with a passion for fiduciary advisory, we encourage you to apply.

Key Responsibilities
  • Advise leadership on complex financial planning needs and develop strategies to resolve them
  • Work closely with clients and partners to deliver innovative solutions
  • Provide direction and guidance 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
Requirements
  • 7+ years of fiduciary advisory experience
  • Expert knowledge of complex estate planning techniques and fiduciary laws
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills