WIM Investment Management Specialist 1

Wells Fargo Wealth & Investment Management
San Francisco, California
15 Sep 2021
28 Sep 2021
Job Function
Wealth Management
Employment Type
Full Time

Job Title: WIM Investment Management Specialist 1 Job ID: 5596034
Locations: San Francisco or Walnut Creek, CA

Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial 
and investment  services.  WIM  provides  a  full  range  of  personalized  wealth  management,  
investment,  and retirement products and services to meet clients’ unique needs and help them 
achieve financial goals. Our mission is to help clients pursue their financial goals with 
confidence. We accomplish this by:

o  Building enduring client relationships through sound, thoughtful, and objective advice
o  Developing individualized plans for clients to help meet their financial objectives
o  Helping clients build, manage, preserve, and transition their financial resources and wealth WIM 
serves clients through the following businesses:
o  Wells Fargo Private Bank serves high-net-worth individuals and families.
o  Wells Fargo Advisors provides investment advice and  guidance to clients through more than  
13,200  full-service  financial  advisors  and  referrals  from  more  than  5,450  licensed 
o  Wells   Fargo   Asset   Management   brings   together   a   strategic   balance   of   
investment capabilities   to   serve   the   investment   needs   of   institutions,   financial   
advisors,   and individuals worldwide.

Through  Wells  Fargo  Private  Bank,  WIM  is  also  a  leading  provider  of  trust,  investment, 
 and fiduciary services, including personal trust services and a number of specialized  wealth 
services designed to meet the diverse needs of high-net-worth clients.

The WIM Investment Management Specialist will be responsible for the following:

•     Assists Senior Investment Managers in handling investment management activities for a group 
of clients
•     Manages simple to moderately complex investment portfolios for Investment Management accounts 
and/or fiduciary (irrevocable and revocable trust) accounts
•     With limited investment strategy authority and generally handling smaller accounts, works 
under the direct supervision of management or more senior staff
•     Consults with Relationship Manager, Financial Consultant, Private Banker, Account 
Administrator (if applicable) and client to deliver "full balance sheet" solutions based on 
management philosophy and customer objectives
•     Utilizes an investment consulting approach to execute investment strategies leveraging 
individual securities (incl. equities, bonds, ETFs, real estate securities, etc.), pooled vehicles 
(incl. open and closed end Mutual Funds and DIFs), "open architecture" platforms, and "alternative" 
investments to maximize returns commensurate with an acceptable level of risk for the client
•     Performs investment research, keeps informed of developments in investment management 
industry and confers with tax attorneys, accountants, etc., to determine other consequences of 
investment decisions and resolve account problems
•     Assists in business development through sales/marketing while leveraging partnership 
opportunities throughout the firm

Required Qualifications
•     2+ years of investment support experience

Desired Qualifications
•     Intermediate Microsoft Office skills
•     Excellent verbal, written, and interpersonal communication skills
•     Strong presentation skills

Other Desired Qualifications
•     Knowledge of financial markets and investment management
•     Progress toward CFA® charter or CFP ® designation preferred
All offers for employment with Wells Fargo are contingent upon the candidate having successfully 
completed a criminal background check. Wells Fargo will consider qualified candidates with criminal 
histories in a manner consistent with the requirements of applicable local, state and Federal law, 
including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women. 
Wells Fargo is an Affirmative Action and Equal Opportunity Employer,
Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

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