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Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients.
Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations.
Provides support to
WIM in providing services to affluent, high net worth and ultra-high net worth individuals, families, family offices and charities.
BL&T further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies.
About this role:Wells Fargo is seeking a Lead Wealth Underwriter for Legal Specialty Group (LSG)... Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)
In this role, you will:- In this position, candidates analyze complex financial and credit information for law firms according to business unit standards. Underwrites commercial loans with high aggregate credit exposure and may manage a credit portfolio of clients. Compiles, analyzes, and documents loan data and credit risk, borrower and property information.
- Candidate must be experienced in financial analysis, underwriting and structuring of highly complex commercial banking relationships. As a member of the Legal Specialty Group ( LSG ), candidate will partner with Private Bankers and Regional Directors in LSG to deliver high-quality custom credit solutions that result in a positive client experience.
- Demonstrate knowledge of WIM Credit Policies and regulatory compliance requirements while serving commercial clients (law firms). Expected to exercise independent judgment and work with minimal direct supervision.
- Experience with legal documents and working with outside legal counsel; reviewing legal documents and leading negotiations is required.
- Expected to excel in credit structuring and communicating recommendations verbally and in writing. Regularly monitors and services existing portfolio and communicates findings and recommend solutions to management in a timely manner
Required Qualifications:- 5+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:- Preferred competencies include legal industry experience, capital markets expertise. Formal commercial credit training desirable. Wealth related underwriting/lending experience a plus.
- Thorough knowledge of financial accounting theory and logic, loan structuring, commercial products and services is needed for this role.
- Strong interpersonal skills and communication skills. Must have top partnering skills; the ability to interpret and discuss analytical data; and the ability to multitask and prioritize.
- Proficient with computers and software applications (MSA, MS Excel, MS Word, other MS Office Suite applications, etc.) and applicable mainframe systems.
- Bachelor's degree preferred
Job Expectations:- Ability to travel up to 20%.
- Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Pay RangeReflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$119,000.00 - $206,000.00
Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:30 Oct 2025
* Job posting may come down early due to volume of applicants. We Value Equal OpportunityWells Fargo is an equal opportunity employer. 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.
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.
Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
