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Senior Wealth Management Banker – Professional Services
Wells Fargo. Lead moderately complex initiatives and deliverables within Wealth Management Banking - Professional Services .
Posted 10/15/2026full-timeSan Francisco • California • United StatesSenior💰 $120,000 - $196,000 per yearWebsite
About the role
Key responsibilities & impact- Lead moderately complex initiatives and deliverables within Wealth Management Banking - Professional Services
- Contribute to large-scale planning for functional area deliverables
- Review and analyze moderately complex business, operational, or technical challenges
- Resolve moderately complex issues and lead a team to meet project deliverables
- Apply knowledge of Wealth Management Banking - Professional Services policies, procedures, and compliance requirements
- Collaborate with peers, colleagues, and middle-level managers to resolve issues and achieve goals
- Lead projects and teams or mentor less experienced individuals
- Provide support to affluent, high-net-worth, and ultra-high-net-worth individuals, families, family offices, and charities
- Support banking, lending, trust, fiduciary, referral, and related wealth-management activities
- Offer or negotiate terms and/or take applications for dwelling-secured transactions in compliance with SAFE and Loan Originator requirements
- Follow Wells Fargo risk, compliance, governance, monitoring, escalation, and remediation programs
Requirements
What you’ll need- 4+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through work experience, training, military experience, or education
- Consumer and commercial client, mortgage, or private banking experience, including working with professional services firms (legal services)
- Experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients
- Experience consistently delivering strong sales performance
- Excellent relationship management skills
- FINRA Series 7 and 66, or FINRA equivalents, for immediate registration; if not immediately available to transfer, registration must be completed within 90 or 180 days
- SAFE registration required at the time of employment
- Must meet Loan Originator requirements under Regulation Z
- Must meet applicable financial responsibility, character, general financial fitness, and criminal background standards
- Must meet ongoing regulatory requirements and additional screening, if necessary
- Must comply with Wells Fargo policies regarding outside activities and personal investing, where applicable
Benefits
Comp & perks- 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
- Incentive opportunities may be available