Senior Wealth Management Banker, Wells Fargo

Wells Fargo

Location:
United States, McLean

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Apply Position

Job Description:

Senior Wealth Management Banker position at Wells Fargo working with affluent, high net worth and ultra-high net worth individuals, families, family offices and charities. Provides services related to banking, custom lending, and trust services.

Job Responsibility:

Participate in developing new and managing existing High Net Worth Client relationships
Work as part of a Wealth team that utilizes an integrated planning approach
Review and analyze custom credit and deposit strategies and solutions
Resolve banking solutions and deliver custom credit and deposit strategies
Lead team to meet functional area deliverables
Collaborate and consult with peers, colleagues and managers
Interact with internal and external customers

Requirements:

4+ years of Wealth Management Banking experience or equivalent
SAFE registration required
Successfully completed FINRA Series 7 and 66 exams
Experience working with UHNW clients
Excellent sales and relationship management skills
Strong knowledge of credit and cash management services
Excellent sales advisory and discovery skills
Knowledge of wealth management products and referral partnerships

Nice to have:

Successfully completed FINRA Series 7 and 66 exams
Experience working with UHNW clients
Excellent sales and relationship management skills
Strong knowledge of credit and cash management services
Excellent sales advisory and discovery skills
Knowledge of wealth management products and referral partnerships

Additional Information:

Job Posted:
September 11, 2025

Expiration:
September 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Welcome to CrawlJobs.com –
Your Global Job Discovery Platform

At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.

Senior Wealth Management Banker