Wells Fargo Senior Lead Fiduciary Advisory Specialist LO - Special Needs Trust 

United States, Washington, Bellevue 

770861475

In this role, you will:

• Advise leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex financial planning needs
• Lead the strategy and resolution of highly complex planning needs in collaboration with clients and partners
• Deliver solutions that require vision, creativity, innovation, advanced analytical and inductive thinking
• Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are large scale cross functional or companywide strategies
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal or external customers, Accountants and Attorneys
• This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

This role will be responsible for the review and implementation of complex estate planning documents, identifying problems and issues to mitigate risk, offer solutions, manage beneficiary and COI expectations, work with internal and external partners (i.e. care managers), knowledge of state and federal benefit programs, review fiduciary tax returns as needed, deliver outstanding client service via proactive communication and statusupdates. Interact

The identified region will include AZ, UT, NV, CA, WA, OR, AK, and HI

Required Qualifications:

• 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• CTFA, JD, L.L.M or CFP designation

• 3+ plus years’ experience in administering complex special needs trust accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; in-depth knowledge of fiduciary income tax

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
• Travel up to 50%

Pay Range

$144,400.00 - $300,000.00

22 Aug 2024

Wells Fargo Recruitment and Hiring Requirements:

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