Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.
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) is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by building enduring client relationships through sound, thoughtful, and objective advice. Developing individualized plans for clients to help meet their financial objectives. Helping clients build, manage, preserve, and transition their financial resources and wealth.
As part of its vision for a flatter, more nimble organization that is easier to do business with, Wealth and Investment Management (WIM) has created horizontal functions known as centers of excellence to support all client coverage channels. Banking, Lending, & Trust is a center of excellence that brings teams and functions currently found across WIM's consumer businesses under a common, WIM-level organization. The group is focused on transforming from channel-based to client-focused solutions and delivery in an effort to reduce operational risk, improve efficiency, increase consistency/coordination, and bring focus on product management / development to deliver innovative growth and improve the client experience. Additionally, the new group will deliver a WIM-level culture of product management excellence by creating a culture of innovation, product excellence, client service and risk mitigation.
The Specialized Wealth Services (SWS) Estate Specialist - Estate Services Liaison Team is responsible for overseeing moderate 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. Secures, values and distributes the tangible personal property in death settlement accounts. Must be able to identify issues and research across jurisdictions.
6+ years of experience in one or a combination of the following: financial services, trust or legal
2+ years of experience in one or a combination of the following: estate planning, estate tax, or fiduciary administration
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
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
Ability to work effectively in a team environment
Strong collaboration and partnering skills
Ability to organize and manage multiple priorities
Other Desired Qualifications
4+ years direct experience in estate, trust or fiduciary administration
Ability to make timely decisions in complex situations that demonstrate sound rationale, experience, and judgment
TX-Austin: 5301 Southwest Parkway Bldg A - Austin, TX
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.
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 7,400 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 32 countries and territories to support customers who conduct business in the global economy. With approximately 260,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 29 on Fortune’s 2019 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
www.wellsfargo.com | Twitter: @WellsFargo