Similar Jobs at Wells Fargo
Fintech • Financial Services
Own and grow a book of affluent customers through proactive outreach and advice-driven discovery. Deliver multi-product banking, lending, and investment solutions, coordinate with Wealth, Home Lending, and Business Banking partners, ensure excellent service and digital adoption, maintain compliance and accurate documentation, and complete required licensing and registrations.
Fintech • Financial Services
Manage and grow relationships with affluent customers through proactive outreach, discovery-driven advice, and coordinated multi-product solutions across deposits, lending, investments, and business banking. Own a book of business, drive retention and growth, support branch service needs, champion digital adoption, ensure regulatory and risk compliance, and collaborate with Wealth, Home Lending, and Business Banking partners. Complete required licensing and registrations (SAFE/FINRA/State insurance) as specified.
Fintech • Financial Services
Manage and grow relationships with affluent customers by providing multi-product financial advice, acquiring new clients, deepening existing relationships, coordinating with Wealth/Home Lending/Business partners, promoting digital adoption, and ensuring compliance with documentation and risk policies.
Top Skills:
Digital ToolsMobile Banking
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Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.
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