Home > Minneapolis / St. Paul jobs > Minneapolis / St. Paul accounting/financial

Posted: Sunday, February 4, 2018 10:03 PM

* 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 (, 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, 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 Sr Accounting Strategist is responsible for, directly and through subordinates, managing operational accounting activities/transactions for UHNW clients. Duties may include: providing operational accounting support for UHNW clients, reviewing customer financials/transactions, reviewing taxes; directing completion of complex operational accounting tasks pertaining to statements, systems and records.
The Sr Accounting Strategist partners with Relationship Managers in providing financial administration services to ultra high net worth clients, defined as clients or prospects with $50MM or more in relationship balances. May serve as the project lead on moderate to complex relationships, including project oversight, plan preparation, review and delivery. Prepares analysis and work product on moderate to complex engagements.
Focuses on financial statement analysis, cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection. Partners with relationship manager/team during the consultative process with the client and also assists with overall client discovery. Documents, follows-up on status of, and supports the closing of opportunities identified from the financial statement process. May provide support as a subject-matter expert for a specific specialty or type of service. Helps to develop new clients jointly with internal partners as well as individually with external sources. Works closely with internal product teams to understand the changes to WM financial services products.
Monitors and tracks client activities, financial administration fees and client revenues related to financial administration work to ensure sales opportunities are maximized. May review work of and provide ongoing training, coaching and mentoring financial administration team of accountants. Required to review documents such as operating agreements, wills, trusts, corporate governing documents, and others. May be requested to work on research projects, presentations, writing assignments, or other projects as they arise, which support a client s plan or a specific business initiative.
Required Qualifications:
* 5+ years of experience in one or a combination of the following: tax planning, financial planning, or wealth planning
* Ability to travel up to 25% of the time
Job Expectations:
* Ability to travel up to 25% of the time
How to Express Interest in This Job: Wells Fargo invites you to apply for this job at
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.


• Location: Minneapolis / St. paul

• Post ID: 29384322 minneapolis is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018