Wealth Management- Investment Management Specialist

Wells Fargo
420 Montgomery St. San Francisco, California
Salary plus Bonus to be paid annually + benefits
Sep 11, 2019
Oct 01, 2019
Job Opening ID 5508127; www.WellsFargo.com/careers
Passed CFA Level I
Employment Type
Full Time

Job Opening ID # 5508127                                                                                


At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. 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.

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, and both individual and institutional retirement.

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

CFA Level 1 or Higher