Wealth Planner Job Description: There are two positions available at this location. Supports the Sr Wealth Planner/Strategist in providing wealth planning services to high net worth clients, defined as clients or prospects with $5MM or more in relationship balances. Prepares analysis and work product on moderate to complex engagements.
At Wells Fargo, we believe in the power of a conversation. It’s how we learn, how we grow, and how ideas spread. It’s at the heart of everything we do. We ask questions. We listen. That’s how we help our customers succeed. So when the conversation turns to your future, your success, talk to us. We want to know how your story fits with ours and where we can go together.
We are a diversified financial services company providing banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores and 12,000 ATMs and the Internet at wellsfargo.com, across North America and internationally.
Responsible for developing comprehensive, integrated and multigenerational wealth plans. Focuses on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer planning.
Wealth Planner Partners with relationship manager/team during the consultative process with the client and also assists with overall client discovery. Delivers the plan in partnership with the relationship team. Documents, follow-up on a 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 to develop new clients jointly with internal partners as well as individually with external sources.
Wealth Planner 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 activities, planning fees and client revenues related to wealth planning work to ensure sales opportunities are maximized. May review work of and provide ongoing training, coaching and mentoring Wealth Planning Analysts.
Wealth Planner Required to review documents such as Wills, Trusts, corporate governing documents, and others. May be requested to 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 all planning procedures and protocols. This position is centralized within a region supporting multiple hubs.
2 + years experience in tax planning, financial planning, and/or wealth planning.
2+ yrs experience with HNW clients
Proficiency with Microsoft Office suite.
BA in finance, accounting, economics
JD, MBA, CFP, CPA, LLM, MS Taxation, or significant progress towards one or more
Experience reviewing complex financials, trust and estate documents and tax returns
Proficiency with other financial planning software tools
You want your work to have the significant impact. And with a Financial Planning job at Wells Fargo, you’ll have that opportunity — one in three households in America does business with us. Our extensive reach is a result of pursuing a deeply held vision: We want to help all our customers succeed financially and create long-term economic growth for everyone in our communities. Team members in our Financial Planning area play an important role in our success, and we support them with meaningful training and education so they can tackle new assignments and fully develop their careers. If that sounds like the right environment for you to build your future, consider a Financial Planning job with Wells Fargo.
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.
Job Title Wealth Planner
Location Los Angeles, CA
Schedule Type Regular Time
Work Hours 40
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