Wells Fargo
Senior Wealth Management Banker - Professional Services (LSG)
$120K–$196K
SAN FRANCISCO, CA +1 · Senior · Full-time · Posted Oct 15, 2026
- Location
- SAN FRANCISCO, CA
LOS ANGELES, CA - Experience
- 4+ years; alternatively, equivalent demonstrated through work experience, training, military experience, or education.
About the job
Leads professional-services wealth management banking initiatives and teams, resolving client and operational issues while supporting high-net-worth and ultra-high-net-worth clients.
What you'll do
- Lead initiatives, projects, and teams, and contribute to planning for the functional area.
- Review and analyze business, operational, or technical challenges and resolve issues.
- Collaborate with colleagues and managers, and mentor less experienced individuals.
What they ask for
- 4+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Meet SAFE registration and Loan Originator requirements, including applicable background and regulatory standards.
- Complete FINRA Series 7 and Series 66 (or 63 and 65) registration within the stated 90- or 180-day period if not available to transfer upon hire.
Nice to have
- Experience in consumer and commercial client, mortgage, or private banking, including working with professional services firms (legal services); HNW and UHNW clients; and a record of strong sales performance.
- Excellent relationship management skills; completed FINRA Series 7 and 66 (or FINRA equivalents) for immediate registration.
Pay
USD 120,000.00 - USD 196,000.00 base salary
Tools
FINRA Series 7, FINRA Series 66, FINRA Series 63, FINRA Series 65, NMLS
Model-written summary · the original posting is authoritative