WM Senior Investment Strategist (LO) 4

11 - 15 years experience  • 

Salary depends on experience
Posted on 05/15/18
Arlington, TX
11 - 15 years experience
Salary depends on experience
Posted on 05/15/18

5393253

Job Description

At Wells Fargo, we have one goal: to satisfy our customers’ financial needs and help them achieve their dreams. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience. 

 

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

 

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Investment Strategist provides clients a holistic investment approach to HNW clients and is delivered consistently through multiple channels. Grows new business and revenue while leveraging partnership opportunities throughout the firm; manages significant client accounts. possesses strong product knowledge and excellent sales and relationship skills to service clients; and manages difficult, larger and more complex globally diversified investment portfolios; strong emphasis on new business and revenue generation. Responsibilities include: consulting the team to develop and recommend a client centric investment portfolio with full diversification using all of WM s investment solutions; recognizes financial/non-financial asset opportunities to integrate into the overall investment plan for clients; utilizes the investment plan as a guide to a broader holistic investment methodology; develops and executes client investment strategy; with broad investment strategy authority and acting within established investment policy guidelines, provides advice to generate returns commensurate with an acceptable level of risk for the client; is the voice of WM investment philosophy/asset management capabilities; and disseminates investment management thought leadership information across their geography to clients, internal partners and COIs.

Required Qualifications

  • 10+ years of investment management experience

Desired Qualifications

  • A BS/BA degree or higher

Other Desired Qualifications

  • 10 years or more experience in HNW space with discretionary investment management, preferably on Fiduciary platform
  • Experience managing portfolios with multi- asset classes
  • CFA or CIMA designation

Job Expectations

  • 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.
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