Wells Fargo

Senior Wealth Banking Specialist (SAFE)

Wells Fargo • $80K — $95K *
Fort Worth, TX 76137In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 4+ years in affluent banking or equivalent experience
  • Relationship management experience focusing on high-net-worth clients
  • Experience managing risks related to compliance and operational standards
  • Knowledge of credit, cash management, and deposit products
  • Ability to review financial information and develop tailored solutions
  • Strong communication and client service skills
  • FINRA Series 7 and 66 licenses preferred

Responsibilities

  • Manage a portfolio of high-net-worth client relationships
  • Develop understanding of client financial circumstances to recommend products
  • Collaborate with internal advisors to deliver integrated banking solutions
  • Identify opportunities to deepen client relationships through proactive outreach
  • Assist clients with account servicing and banking inquiries
  • Ensure accurate execution of banking transactions and adherence to policies
  • Resolve complex client issues through collaboration with support teams

Benefits

  • Hybrid work schedule
  • Opportunity for professional development and ongoing training
  • Supportive team environment with mentoring opportunities
  • Travel opportunities within territory up to 25%
Full Job Description
About this Role

This role is responsible for delivering a full range of banking, lending, and deposit solutions to affluent and high-net-worth clients while supporting the overall relationship strategy developed in partnership with Financial Advisors, Wealth Advisors, and other relationship team members.

The Senior Wealth Banking Specialist serves as a key client-facing partner, helping clients navigate complex banking needs and identifying opportunities to deepen relationships through tailored credit, cash management, and deposit solutions. Successful individuals in this role demonstrate strong relationship management skills, sound risk acumen, and a commitment to providing an exceptional client experience while operating in a highly regulated environment.

In This Role, You Will
  • Manage and service a portfolio of affluent and high-net-worth client relationships involving lending, deposit, and credit solutions.
  • Develop a comprehensive understanding of clients' financial circumstances, goals, and evolving needs to recommend appropriate banking products and services.
  • Partner closely with Financial Advisors, Wealth Advisors, Trust Advisors, and other internal partners to deliver integrated banking solutions aligned with overall client objectives.
  • Identify opportunities to strengthen existing client relationships through referrals, relationship reviews, and proactive outreach.
  • Assist clients with account servicing, deposit products, credit solutions, and general banking inquiries while ensuring a seamless client experience.
  • Review financial information, documentation, and client activity to support lending and banking recommendations.
  • Execute operational activities and transactions accurately while maintaining adherence to established policies and procedures.
  • Maintain knowledge of banking products, lending solutions, market trends, and business initiatives through ongoing training and professional development.
  • Resolve moderately complex client and operational issues through collaboration with internal business partners and support teams.
  • Exercise independent judgment while appropriately balancing client needs, business objectives, operational efficiency, and risk management requirements.
  • Ensure all activities are conducted in accordance with Wells Fargo risk management practices, regulatory requirements, and internal controls.
  • Support team success by sharing knowledge, mentoring less-tenured colleagues, and contributing to a collaborative work environment.


Required Qualifications
  • 4+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications
  • 4+ years of relationship management experience, including developing, maintaining, and deepening client relationships.
  • 4+ years of risk mitigation experience, including identifying, escalating, and managing operational, compliance, regulatory, and reputational risks.
  • Experience supporting affluent, high-net-worth, or complex client relationships within Wealth Management, Private Banking, Consumer Banking, or Commercial Banking.
  • Knowledge of lending, credit, cash management, and deposit products and services.
  • Experience reviewing client financial information and identifying solutions that align with client goals and objectives.
  • Knowledge of account opening, account maintenance, Know Your Customer (KYC) requirements, wire processing, and related operational banking procedures.
  • Strong relationship management, client service, and business development skills with the ability to build credibility and trust with clients and partners.
  • Excellent verbal, written, and interpersonal communication skills with the ability to influence and collaborate effectively across multiple business channels.
  • Strong organizational, problem-solving, and decision-making skills, with the ability to prioritize competing demands in a fast-paced environment.
  • FINRA Series 7 and 66 licenses preferred


Job Expectations
  • This position offers a hybrid work schedule
  • Ability to travel up to 25% within territory
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary


Job Location:
  • 201 Main St, Fort Worth TX, 76102


Posting End Date:

12 Sep 2026
*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Finance & Insurance
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ
WFC
* Ladders Estimates

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