Wells Fargo
Associate Wealth Banking Specialist (SAFE)
$72K–$109K
IRVINE, CA · Full-time · Posted Oct 23, 2026
- Experience
- 6+ months in one or more of the listed banking areas, or equivalent demonstrated through work experience, training, military experience, or education.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Services affluent banking clients by managing routine lending, credit, and deposit relationships, assessing client needs, and coordinating appropriate banking solutions.
What you'll do
- Manage and service a low-complexity affluent client portfolio, reviewing financial goals and presenting recommendations within defined parameters.
- Support client service, retention, and business development; prepare client correspondence and presentations and resolve account issues.
- Coordinate with internal banking teams and follow applicable risk, compliance, and SAFE/Loan Originator requirements.
What they ask for
- 6+ months of affluent, commercial, consumer, mortgage, or private banking experience, or equivalent demonstrated through work experience, training, military experience, education.
- SAFE registration at the time of employment and compliance with applicable Loan Originator requirements.
Nice to have
- Experience in Wealth Management or Retail Banking.
- Experience with affluent client portfolios and lending, credit, and deposit products and services.
Pay
$72,000.00 - $109,000.00 USD base salary
Tools
SVP, Client link, TMT, DIPR, Salesforce, Microsoft Office, Teams, Word
Model-written summary · the original posting is authoritative