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Senior Lead Fiduciary Advisory Specialist

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Minneapolis

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

144400.00 - 300000.00 USD / Year

Job Description:

Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services to lead strategy and guide leadership in developing objectives and addressing the complex financial planning needs of high-net-worth and ultra-high-net-worth clients. The role combines fiduciary expertise with collaboration across teams to execute personalized estate services, tax strategies, and risk assessment in compliance with regulations.

Job Responsibility:

  • 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

Requirements:

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

Nice to have:

  • Extensive experience in administering estates and deceased grantor trusts as an attorney or trust officer
  • knowledge of complex estate planning strategies including tax strategies
  • ability to read, interpret and explain will and trust documents, probate laws and tax provisions
  • JD, LLM, CFP or CTFA designations
  • experience working with UHNW (Ultra High Net Worth) clients that have investable assets of $10MM +
What we offer:
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Additional Information:

Job Posted:
July 03, 2025

Expiration:
July 20, 2025

Employment Type:
Fulltime
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