What You'll Do:
As a Lead Wealth Underwriter, you'll serve as a trusted credit partner, helping evaluate, structure, and manage sophisticated lending relationships for law firms and related professional practices.
You'll:
- Underwrite and structure complex commercial credit facilities tailored to client needs and strategic objectives.
- Analyze financial performance, cash flows, industry trends, and collateral to assess risk and identify opportunities.
- Develop innovative credit solutions that strengthen client relationships and support business growth.
- Partner with Private Bankers and leadership teams to provide strategic advice throughout the lending process.
- Lead transaction discussions involving credit structures, covenant negotiations, documentation, and deal execution.
- Present recommendations to senior credit leaders and decisionmakers with confidence and clarity.
- Manage an existing portfolio of legal-industry relationships, monitoring performance and identifying emerging risks.
- Review and negotiate loan documentation alongside internal and external counsel.
- Maintain sound risk practices while supporting business growth objectives.
What Makes You Successful:
You thrive in complex environments and enjoy balancing rigorous financial analysis with relationship-driven advisory work.
Successful candidates often bring:
- Strong commercial credit underwriting and financial analysis experience.
- Expertise structuring sophisticated lending transactions.
- The ability to influence and communicate effectively with senior executives and business leaders.
- Executive presence and strong written and verbal communication skills.
- Sound judgment and a thoughtful, consultative approach to solving client challenges.
- A collaborative mindset with the ability to work across multiple stakeholders and business partners.
- Intellectual curiosity and a desire to learn and grow within a specialized market segment.
Required Qualifications:
- 5+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Commercial lending experience supporting law firms, professional services firms, or middle-market clients.
- Formal commercial credit training.
- Experience with complex loan documentation and transaction negotiations.
- Knowledge of capital markets, treasury, and broader banking solutions.
- Strong understanding of commercial financial statements, cash flow analysis, and lending structures.
- Bachelor's degree preferred.
- Proficiency with Microsoft Office applications, including Excel and Word.
- Bachelor's degree preferred.
Job Expectations:
- Ability to travel up to 20%
- Specific compliance policies may apply regarding outside activities and/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.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$143,000.00 - $224,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- 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
Posting End Date:
16 Oct 2026
*Job posting may come down early due to volume of applicants.
