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 are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wealth & Investment Management, or 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:
WIM serves clients through the following businesses:
Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.
Investment Strategist provides clients a holistic investment approach to HNW clients and is delivered consistently through multiple channels. Grows new business and revenue while
leveraging partnership opportunities throughout the firm; manages significant client accounts and may act as a lead for Investment Management Specialist and/or a defined market
area; possesses strong product knowledge and excellent sales and relationship skills to service clients; and manages difficult, larger and more complex globally diversified investment
portfolios; strong emphasis on new business and revenue generation. Responsibilities include: consulting the team to develop and recommend a client centric investment portfolio
with full diversification using all of WM s investment solutions; recognizes financial/non-financial asset opportunities to integrate into the overall investment plan for clients; utilizes the
investment plan as a guide to a broader holistic investment methodology; develops and executes client investment strategy; with broad investment strategy authority and acting within
established investment policy guidelines, provides advice to generate returns commensurate with an acceptable level of risk for the client; is the voice of WM investment
philosophy/asset management capabilities; and disseminates investment management thought leadership information across their geography to clients. 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.
Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.
MN-Minneapolis: 90 S 7th St - Minneapolis, MN
Benefits
Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.