Wells Fargo


Minneapolis, Minnesota



Approximate Salary:

Not Specified

Position Type:

Full Time


415) 820-7800

Wealth Planner 2

Wells Fargo - Minneapolis, Minnesota

Posted: 11/30/2018

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

Supports the Sr Wealth Planner/Strategist in providing wealth planning services to high net worth clients generally above $5MM. Prepares analysis and work product on moderate to complex cases. Develops comprehensive, integrated and multigenerational wealth plans. Focuses on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer planning. Partners with relationship manager/team during the consultative process with the client and also assists with overall client discovery. May deliver the plan in partnership with the relationship team. Documents, follows up on status of, and supports the closing of opportunities identified from the wealth planning process. Provides moderate to more advanced planning support. May provide support as a subject-matter expert for a specific specialty or type of service. Helps develop new clients jointly with internal partners as well as individually with external sources. Works closely with internal product teams to understand the changes to WM financial services products. Acts as a wealth planning generalist and product expert, when necessary. Monitors and tracks client revenues related to wealth planning work to ensure sales opportunities are maximized. May review work of and provide ongoing training and support to Wealth Planning Analysts. Reviewsdocuments such as wills, trusts, corporate governing documents, and others. May work on research projects, presentations, writing assignments, or other projects as they arise, which support a client s plan, Regional Planning, or a specific business initiative. Adheres to planning procedures and protocols. This position is centralized within a region supporting multiple hubs.

Required Qualifications

  • 3+ years of experience in one or a combination of the following: tax planning, financial planning, or wealth planning
Other Desired Qualifications
  • JD, CFP®, CPA, or similar preferred
  • Experience engaging clients in fee-based wealth, estate, and/or tax planning
  • Experience with financial planning software
  • COIs and local market knowledge
  • Experience as a practicing Attorney, Legal Associate or public accountant

  • 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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