Ultra/High Net Worth & Institutional Consultant

About this role:

Wells Fargo is seeking an Ultra/High-net-worth & Institutional Consultant (Wealth Investment Solutions Analyst) to partner with investment professionals and ultra/high-net-worth and institutional clients.  This consultant helps advisors and portfolio managers move valued clients from where they are to where they need to be by navigating complex markets with custom analytics, guidance, and expert investment solutions.

In this role, you will:

• Use guidance from the Wells Fargo Investment Institute to deliver custom investment recommendations based on unique circumstances and goals of the client, including investment selection, allocation, and tax impact
• Use state-of-the-art tools to generate and deliver ad hoc portfolio construction, investment risk and analytics and proposals in line with Wells Fargo Investment Institute (WFII) guidance to support new and existing client relationships
• Manage intake consultation requests from financial advisors, portfolio managers, and other investment professionals across all distribution channels
• Liaison with Wells Fargo and third-party experts to facilitate additional resources as required for each engagement
• Assist in client meetings to discuss investment recommendations and guidance

Required Qualifications:

• 2+ years of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 1+ year of experience with investment products and services  
• 1+ year of financial modeling experience
• Knowledge and understanding of financial services industry; prior experience working with client facing teams such Financial Advisors or Portfolio Managers is a plus
• Experience with Morningstar or Aladdin Blackrock is a plus
• Intermediate Microsoft Office (Outlook, Word, PowerPoint, Teams and SharePoint) skills
• Excellent verbal, written, and interpersonal communication skills
• Undergraduate degree or higher

Job Expectations:

• This position is not eligible for Visa sponsorship
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Posting Locations:

• 550 South Tryon Street - Charlotte, 28202
• 2801 Market Street – Saint Louis, MO 63103
• 90 South 7th Street – Minneapolis, MN 55402
• 800 S Jordan Creek Parkway – West Des Moines, IA 50266
• Required location listed above. Relocation assistance is not available for this position.

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$73,100.00 - $129,900.00

Posting End Date:

21 Apr 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.