Wells Fargo

Location:

Miami, Florida

Country:

US

Approximate Salary:

Not Specified

Position Type:

Full Time

Phone:

415) 820-7800

Wealth Management Senior Private Banker Professional Services UL (SAFE) 4

Wells Fargo - Miami, Florida

Posted: 11/2/2018

Job Description

At Wells Fargo, we have one goal: to satisfy our customers’ financial needs and help them achieve their dreams. 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 Consumer Banking. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preservice and transfer their wealth.

The Private Banker 4 manages full-service banking relationships with professional services firms and its employees and oversees a portfolio of highly complex accounts. Consults with consumer clients and recommends solutions to help them attain their financial goals. Provides superior client experience to professional services clients by resolving inquiries and issues, opening and servicing accounts within authorized limits, such as checking, savings, credit/loan and partnering with Financial Advisors, Planners and Investment Specialists on investment opportunities. Consults with commercial clients on complex credit, leasing, escrow, Treasury and Foreign Exchange needs and recommends products/solutions to meet those needs. Analyzes financial, tax and credit needs of clients, monitors clients changing needs and recommends strategies that utilize company products/services. Develops client base through cross-selling products and servicing existing clients, develops new business through interaction with external resources, keeps informed of changing market conditions. Provides training and guidance to less experienced Private Bankers. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.

This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.

Expected licenses must be obtained within 1 year.

Required Qualifications

  • 8+ years of consumer and commercial client, mortgage or private banking experience including working with professional services firms
Desired Qualifications

  • Experience consistently delivering strong sales performance
  • Excellent relationship management skills
Other Desired Qualifications
  • Series 7 and 66 or (63 & 65) or ability to obtain within 1 year of starting the licensing process.
Job Expectations

  • 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 used 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 requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position.
Disclaimer

  • 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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