| It starts with you. Our goal is to attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization. Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune’s 2015 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories. Wealth and Investment Management (WIM) is one of the company’s four main divisions. WIM businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, bro brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement. |
Abbot Downing: Abbot Downing is a boutique business within Wells Fargo that serves individuals and families with investable assets of at least $50 million or net worth of $100 million, as well as their endowments and foundations. Abbot Downing strives to build long-standing relationships by helping clients preserve and grow wealth, address the impact of wealth across generations and leave a legacy of purpose.
The Abbot Downing investment associate assists senior investment staff in handling investment management activities for a group of ultra high net worth clients. Manages simple to moderately complex investment tasks for Abbot Downing investment and/or fiduciary accounts. May help facilitate the construction of proposal materials or gather research materials related to an interested party. With limited investment authority, generally handles smaller accounts while working under the direct supervision of more senior staff. Coordinates and consults with broader relationship team to deliver holistic investment service and other full service solutions based on customer objectives. Executes account rebalancing or investment strategies across the entire investment platform. Performs investment research and keeps informed of internal announcements and developments related to the investment management platform. Stays on top of client account issues and resolves problems. Assists in business development through sales/marketing while leveraging partnership opportunities.
Job ID 5328674