Wells Fargo
Houston or Austin

Senior Lead Wealth Planning Strategist

HybridPosted 1 week ago

Job details

Location
Houston or Austin
Work type
Hybrid
Posted
1 week ago
Apply on
wf.wd1.myworkdayjobs.com

About this role

7+ years of wealth planning experience; proven ability to serve HNW/UHNW clients and collaborate with advisors.

What you'll do at Wells Fargo:

  • advise clients
  • develop opportunities
  • collaborate with advisors

Apply to this Senior Lead Wealth Planning Strategist role at Wells Fargo with a tailored resume on ApplyBolt.

About Wells Fargo

Wells Fargo
Houston or Austin