Lead Wealth Underwriter jobs at Wells Fargo in United States, Columbia

In this role, you will:

• Lead complex initiatives for business development including those that are cross-functional with broad impact and act as key participant in large scale planning initiatives and growth opportunities in assigned markets

• Review, analyze, and research complex, multi-faceted business challenges within Business Growth Strategy functional area which require in-depth evaluation of multiple factors including intangibles or unprecedented factors

• Identify and advise best solutions and product combinations to improve effectiveness and efficiency of coverage in marketplaces to meet the unique needs of advisors and clients

• Ensure adherence with compliance regulations and policies within Business Growth Strategy functional area

• Partner with strategic relationships, investment and commercial banking, investment product and planning specialists, and the Centers of Excellence (i.e. Business Advisory, Estate Planning, Trust Advisors, Philanthropic Services, Family Dynamics, Custom Lending)

• Make decisions on complex and multi-faceted development and growth strategies for designated markets requiring solid understanding of Business Growth Strategy functional area, policies, procedures, and compliance requirements that influence and lead team to meet business objectives, deliverables and drive new initiatives

• Strategically collaborate and consult with Business Growth Strategy mid-level to senior managers, colleagues, stakeholders, advisors, business leaders, and community leaders, to achieve growth in market share, and meet client needs

• * This position is eligible for an annual discretionary award.

Required Qualifications:

• 5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Successfully completed FINRA Series 7, 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents) must be completed within 90/180 days of hire date if it is not available for transfer upon hire.

• Excellent communication and interpersonal skills, with a track record of effective financial advisor coaching

• Strong leadership and strategic planning skills

• Strong relationship building and presentation skills

• Strong attention to detail and accuracy skills

• Effective organizational, multi-tasking, and prioritizing skills

• Demonstrated successful growth through strategic development, leveraging leadership skills and extensive experience

Job Expectations:

• Ability to travel up to 25% of the time (1 week a month)

• Successfully completed FINRA Series 7, 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents) must be completed within 90/180 days of hire date if it is not available for transfer upon hire.

• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role you will:

• Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
• Complete operational activities while minimizing risks under established policies
• Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
• Receive direction from managers and exercises judgment within defined policies and procedures
• Escalate questions and issues to more experienced roles
• Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
• Identify information and services to meet customers financial needs

Required Qualifications:

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 6+ months of experience interacting with people, demonstrated through work, military, or education

• Customer service focus with experience handling complex transactions across multiple systems
• Ability to educate and connect customers to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and team members
• Experience working with others on a team to meet customer needs
• Cash handling experience
• Ability to follow policies, procedures, and regulations
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Well-organized, independent and able to prioritize in a fast-paced environment
• Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• This position is not eligible for Visa sponsorship

• 4408 Forest Dr

  COLUMBIA, SC 29206

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.