Estate Planning Consultant jobs in Salt Lake City, UT

About this role:

Wells Fargo is seeking a senior level Retirement Planning Consultant with demonstrated experience in retirement savings strategies, income structuring, tax and estate planning, and risk management. Using this knowledge, the Consultant will support advisors and relationship managers in helping clients navigate money decisions throughout life. Learn more about the career areas and lines of business at wellsfargojobs.com .

In this role, you will:

• Bring demonstrated experience in the latest products, research, trends, and developments in retirement planning to enhance organizational knowledge, promote financial health, and improve the effectiveness of business strategies.
• Design primary research to advance the firm's thought leadership in Advice and Planning.
• Establish an enterprise point of view on how consumer behavior impacts decisions related to accumulating and decumulating assets effectively, creating sustainable income streams, approaching Social Security decisions, managing health care costs, etc.
• Analyze data, identify patterns, and draw insights to inform the development of innovative advice tools and resources. Serve as subject matter expert in the accuracy and relevance of advice content.
• Prepare presentations to communicate behavioral and business insights to internal and external stakeholders including Wells Fargo lines of business, clients, advisors and relationship managers, the Office of Consumer Protection, Public Relations, employees, regulators, financial influencers, and communities.
• Collaborate on business initiatives with teams across the enterprise, including Consumer and Small Business banking, Consumer Lending, Wealth & Investment Management, Commercial, and Wells Fargo employees.

Required Qualifications:

• 7 years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Demonstrated expertise in financial markets, financial health topics, retirement planning, income strategies, Social Security, Medicare, and financial planning concepts.
• Strong skills in quantitative research methods and statistical analysis, and the ability to translate complex data into actionable business growth strategies.
• Excellent written and verbal communication skills to present research and insights to technical and nontechnical stakeholders.
• Demonstrated ability to implement innovative and significant business strategies working in partnership with cross-functional teams
• MA or PhD in finance, economics, or related field.
• CFP, JD, CRC, ChFC, or related industry credentials.

Job Expectations:

• This position is not eligible for Visa sponsorship.
• This is a hybrid role

Work Locations:

• 550 S Tryon Street - Charlotte, NC 28202
• 2801 S Market Street - St Louis, MO 63103
• 550 South 4th Street - Minneapolis, MN 55415
• 299 S. Main Street - Salt Lake City, UT 84111
• 2800 S. Price Road - Chandler, AZ 85286

Posting End Date:
9 Jan 2024
*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.