Similar Jobs at Wells Fargo
Fintech • Financial Services
Manage and grow relationships with affluent customers by delivering multi-product banking, lending, and investment solutions. Acquire new clients, conduct discovery-based planning, coordinate with Wealth/Home Lending/Business teams, ensure accurate documentation and regulatory compliance, and support branch service and digital adoption.
Fintech • Financial Services
Drive acquisition and growth of affluent consumer and business relationships through discovery-based advice, multi-product solutions, and coordinated referrals. Manage a book of business, deliver deposit, lending, and investment strategies, champion digital adoption, ensure accurate documentation and risk compliance, and collaborate with Wealth, Home Lending, and Business Banking to convert opportunities and deepen client relationships.
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Wells Fargo San Francisco, California, USA Office
420 Montgomery St, San Francisco, CA, United States, 94103
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
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- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
