Support MAI wealth management advisors by delivering tax, estate, and wealth transfer strategies that integrate with broader financial planning and investment objectives.
Responsibilities
Partner with MAI wealth management advisors to support clients on estate planning and long‑term wealth transfer strategies
Provide guidance on trusts, entity structures, gifting strategies, charitable planning, and multigenerational planning considerations
Translate complex legal, tax, and planning concepts into clear, practical recommendations for clients
Review and analyze client estate plans, delivering clear, client‑ and advisor‑friendly summaries with practical observations and thoughtful recommendations for potential enhancements or updates
Collaborate with investment, planning, tax, and external legal professionals to ensure integrated client solutions
Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities.
Compensation
The compensation range for this role is $201,810 to $382,600. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Responsibilities
Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities
Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax
Advise and make recommendations to clients on business succession planning
Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations
Lead and manage a team of philanthropic advisors to deliver complex charitable trust and philanthropy solutions for Wells Fargo clients.
Locations (2)
Dallas, Texas, United States
Minneapolis, Minnesota, United States
Compensation
$159,000.00 - $279,000.00
Responsibilities
Lead a team of Philanthropic Advisors, Officers, and Associates, providing coaching, performance management, training, and professional development.
Oversee administration of the team's most complex charitable trusts, private foundations, donor‑advised fund relationships, endowments, and nonprofit institutional accounts, ensuring fiduciary excellence and regulatory compliance.
Serve as an escalation point for complex client, operational, fiduciary, and risk management matters and ensure timely resolution of issues.
Drive high‑quality client experience by promoting responsive service, strong fiduciary judgment, and consistent execution across all client relationships.
Partner with Wealth Management, Relationship Managers, Fiduciary Strategists, Investment Advisors, and other business partners to deepen client relationships and deliver integrated charitable planning solutions.
Requirements
Nice to have: Chartered Advisor in Philanthropy (CAP)
Nice to have: Certified Trust and Fiduciary Advisor (CTFA)