Senior Lead Fiduciary Advisory Specialist

3 weeks ago


Denver, Colorado, United States Wells Fargo Full time
About This 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 the development of complex financial planning strategies and objectives.

Key Responsibilities
  • 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
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Interact with internal or external customers, accountants, and attorneys
Requirements
  • 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
  • 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
What We Offer

Wells Fargo provides a comprehensive set of benefits, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, critical illness insurance, and accident insurance. We also offer parental leave, critical caregiving leave, discounts and savings, commuter benefits, tuition reimbursement, scholarships for dependent children, and adoption reimbursement.


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