Wells Fargo


Winston-Salem, North Carolina


United States

Postal Code:


Approximate Salary:

Not Specified

Position Type:

Full Time


415) 820-7800

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Post Mortem Planner (SWS Senior Estate Specialist)

Wells Fargo - Winston-Salem, North Carolina

Posted: 09/15/2018

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): Wealth Management 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. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth.

The Post Mortem Planner will create post-mortem plans for estates settled by Wells Fargo that are detailed in analysis, but understandable and meaningful to the reader. Serve as the subject matter expert in estate, gift, and GST matters during all phases of the estate and trust post-death settlement process. Preparation and review of Federal and State Estate and Inheritance Tax Returns is required.

Excellent written and oral communication skills required. Effectively partner with internal (Estate Administrators, Estate Specialists, Trust & Fiduciary Specialists, and Relationship Managers) and external (attorneys, CPAs, beneficiaries, etc.) parties throughout the estate administration process.

Candidate must be willing to maintain a high level of knowledge on Federal and State probate, trust, and tax laws, staying abreast of constant changes. Candidate must also be able to identify issues, and research across jurisdictions.

Requires a high level of expertise in the estate and fiduciary tax field.

Responsible for overseeing complex unique needs of estates and trusts during the death settlement process. Acts as subject matter expert in various phases of death settlement. Proactively completes certain settlement tasks which may include: reviewing and interpreting estate planning documents, performing due diligence and risk analysis for new death settlement opportunities, proactively engaging in conversations with the relationship team, centers of influence and beneficiaries on specific death settlement matters. Analyzes and creates post mortem plans that are detailed to identify potential tax savings. Must be able to identify issues and research across jurisdictions.

Required Qualifications

  • 4+ years of experience in one or a combination of the following: estate planning, estate tax or fiduciary administration
  • 8+ years of experience in one or a combination of the following: financial services, trust or legal
Desired Qualifications

  • Ability to interact with all levels of an organization
  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail and accuracy
  • Strong presentation skills
  • CTFA Certified Trust And Financial Advisor, CFP-Certified Financial Planner, CPA-Certified Public Accountant, A Juris Doctor (JD) degree or A Legum Magister (LLM) degree in Tax designations
Other Desired Qualifications
  • 3+ years of prior direct experience in estate planning and/or estate tax
  • In-depth knowledge of estate and gift taxes
  • Working knowledge of generation skipping transfer tax
  • Requires a broad base of financial knowledge, including estate planning, retirement, and insurance planning
  • Must be able to see the big picture with respect to a decedent’s estate, issues for the beneficiaries, and potential sales opportunities for the Bank
  • Ability to effectively communicate orally and in written form with beneficiaries, outside counsel and accountants, and internal partners
  • Must be able to work independently
  • Working knowledge of community property laws

  • 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.

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