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Mortgage and Wealth Investment Manager - job 2 of 4

Job Summary of Mortgage and Wealth Investment Manager:A Senior Branch Premier Banker (SAFE) position has opened up within the Consumer and Small Business Banking vertical of Wells Fargo's Branch Banking operations, where experienced and proactive candidates are encouraged to apply. The role calls for acquiring and deepening relationships with high net-worth clients, providing reliable financial advice, and overseeing risk management with regulatory compliance.Job Duties and Responsibilities of Mortgage and Wealth Investment Manager:• Engage affluent consumers and small business owners by initiating contact and planning ahead to build trust and deepen relationships. A proactive approach to acquiring and retaining customers is key to achieving success.• Employ comprehensive analysis and resolution protocols to address customer concerns that cannot be resolved through routine procedures.• Flag potential banking-related issues or enterprise risks that demand a meticulous evaluation to mitigate reputational damage.• Help customers find the best financial services and products to suit their needs.• Keeping up-to-date with the various banking, credit, and investment products offered by Wells Fargo is crucial for providing exemplary service.• Leverage your expertise in the areas of business banking, mortgage, retirement, and investment services to provide clients with a wide range of options and recommendations.• Effective business risk management can be achieved by maintaining compliance with laws and regulations and adhering to established policies, procedures, and controls.• Develop customized financial plans based on collected client information.• Strengthen alliances with branch personnel, affluent clients, and collaborators to boost customer prosperity and loyalty.• Utilize your own discretion when dealing with clients, overseeing their needs and requests, and revising recommendations as required.• Take an exciting step forward in your career by being an engaged member of the branch team and helping your colleagues navigate complex client situations.• If your career aspirations demand it, acquire additional licenses such as Series 7 and Series 66 through dedicated study and testing.Qualifications and Experience of Mortgage and Wealth Investment Manager:• Candidates must have worked in customer service for at least four years or provide evidence of an equivalent background obtained from work-related roles, military service, or educational opportunities.• With over three years of experience in the industry, I have honed my skillset in building and sustaining successful relationships with customers and partners.• A reliable professional who has spent three-plus years guiding customers through the process of selecting the right products and services for their needs.• The financial services industry has several areas of specialization, such as corporate finance, investment management, private banking, brokerage, and mortgages, each with its distinct requirements and skill sets.• Assisting clients in understanding the risks involved in investing and selecting investment products that align with their overall investment strategy and risk tolerance.• Successful accomplishment of the FINRA Series 6 and 63 exams (or similar) is highly valued for this role.• To be considered for this role, you must have a valid State Insurance license.• It would be beneficial to have prior knowledge in a licensed financial role.• Superb grasp of verbal, written, and interpersonal communication skills.• The ability to efficiently implement branch banking compliance controls, assess potential risks, and implement loss prevention measures is vital to the success of any banking operation.• The capacity to enlighten customers about technological innovations and various digital banking solutions.• Utilizing sound financial judgment to offer consultation services to small business clients.Benefits of Mortgage and Wealth Investment Manager:• A compensation plan that includes a competitive base pay and exciting incentives.• 401(k) Plan• Paid Time Off• Parental Leave• Critical Caregiving Leave• Health Benefits• Commuter Benefits• Tuition Reimbursement• Adoption Reimbursement• Discounts and Savings• Funding Resources for Children of Dependent College Parents Pursuing Higher EducationAbout Company:As part of our commitment to being a great place to work and grow your career, Wells Fargo offers a range of benefits and perks that support our employees' well-being and success. From competitive salaries and extensive benefits packages to community outreach and career development opportunities, we are dedicated to helping our team members achieve their goals and achieve their best selves

Wells Fargo Glassdoor Company Review

3.6

Wells Fargo DE&I Review

No rating

CEO of Wells Fargo

Charlie Scharf

Approve of CEO

Average salary estimate

$100000 / YEARLY (est.)

min

max

$80000K

$120000K

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What You Should Know About Mortgage and Wealth Investment Manager, Wells Fargo

If you're looking for a rewarding career as a Mortgage and Wealth Investment Manager at Wells Fargo in Oxford, CT, you're in the right place! This exciting position opens the door for experienced financial professionals eager to deepen relationships with high net-worth clients and provide expert financial advice. As a key player in the Consumer and Small Business Banking vertical, you'll engage with affluent customers and small business owners, helping them navigate their financial journeys. Your role will involve proactive outreach, deepening trust, and utilizing comprehensive analysis to address customer concerns. You’ll help clients find the best financial services and products tailored to their specific needs, all while ensuring compliance with federal regulations. This isn't just a job - it's an opportunity to make a significant impact by leveraging your knowledge in mortgage, retirement, and investment services to create customized financial plans. As you develop strong alliances with branch personnel and collaborators, you’ll boost both customer loyalty and prosperity. If you're aspiring to advance in your career, this is your chance to shine! You'll be empowered to take control of client interactions, provide insightful recommendations, and even pursue additional licenses that bolster your expertise. At Wells Fargo, we value your commitment to delivering exceptional service and provide a supportive team environment where you can grow and excel. So why wait? This could be the perfect next step for your financial career!

Frequently Asked Questions (FAQs) for Mortgage and Wealth Investment Manager Role at Wells Fargo

What are the responsibilities of a Mortgage and Wealth Investment Manager at Wells Fargo in Oxford, CT?

As a Mortgage and Wealth Investment Manager at Wells Fargo in Oxford, CT, your primary responsibilities include acquiring and deepening relationships with high net-worth clients, conducting thorough analyses to address customer concerns, and developing customized financial plans that best suit the unique needs of your clients. You'll also leverage your expertise in business banking, mortgage, retirement, and investment services to deliver valuable financial insights and recommendations.