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Wealth Planner 2

Company: Wells Fargo Bank
Location: Boynton Beach
Posted on: November 6, 2019

Job Description:

Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to 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) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, and both individual and institutional retirement.This position can sit in any SE Wealth Hub office.Works with Senior Wealth Planners and Wealth Planning Strategists to develop and provide comprehensive, integrated and multigenerational wealth planning services to the most complex and highest net worth clients of the Private Bank. Prepares analysis and work product for planning engagements, including estate planning, complex wealth transfer strategies, cash flow analysis, net worth analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, income tax planning, charitable planning, business succession planning, and asset protection. - Engages with the private bank team in the client discovery process to develop client relationships. May present the wealth plan with the private bank relationship team. Acts as a wealth planning generalist and product expert, when necessary. Reviews and analyzes documents such as wills, trusts, corporate governing documents, tax returns, and financial statements. Works on research projects, presentations, writing assignments, and other projects as part of a client's comprehensive plan. Develops subject matter expertise to serve as an expert for a specific specialty or type of service. Works with other planners throughout the Southeast Region (Florida, Georgia, Tennessee and Alabama) in a collaborative manner. - Adheres to planning procedures and protocols.

Required Qualifications

  • 3+ years of experience in one or a combination of the following: tax planning, financial planning, or wealth planning

    Other Desired Qualifications
    • Bachelor's or master's degree in accounting, finance, or other business degree, or JD/LLM

      Salary Information
      The salary range displayed below is based on a Full-time 40 hour a week schedule.

      FL-Miami: Min: $68,200 Mid: $96,000
      FL-Jacksonville: Min: $68,200 Mid: $96,000
      FL-Fort Lauderdale: Min: $68,200 Mid: $96,000
      GA-Atlanta: Min: $68,200 Mid: $96,000
      FL-Palm Beach: Min: $68,200 Mid: $96,000
      FL-Tampa: Min: $68,200 Mid: $96,000
      FL-Orlando: Min: $68,200 Mid: $96,000

      Street Address
      FL-Miami: 333 Se 2nd Ave - Miami, FL
      FL-Jacksonville: 1 Independent Dr - Jacksonville, FL
      FL-Fort Lauderdale: 350 E Las Olas Blvd - Fort Lauderdale, FL
      GA-Atlanta: 3280 Peachtree Rd Ne - Atlanta, GA
      FL-Palm Beach: 255 S County Rd - Palm Beach, FL
      FL-Tampa: 100 S Ashley Dr - Tampa, FL
      FL-Orlando: 800 N Magnolia Ave - Orlando, FL


      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.

Keywords: Wells Fargo Bank, Boynton Beach , Wealth Planner 2, Accounting, Auditing , Boynton Beach, Florida

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