Wells Fargo
WALNUT CREEK, CA
+ 7 other locations
At Wells Fargo, we are looking for talented people who put our clients at the center of everything they do.
Wealth & Investment Management (WIM) is one of the nation's leading providers of wealth management, banking, investment, and fiduciary services. Within WIM, Banking, Lending & Trust (BL&T) delivers specialized banking, custom lending, and trust solutions to high-net-worth and ultra-high-net-worth individuals, families, family offices, and business owners.
As a Wealth Custom Lending Specialist, you will partner with advisors, private bankers, relationship managers, underwriting partners, and risk teams to deliver customized credit strategies designed to meet the complex financial needs of affluent clients. You will support both business development and portfolio management activities while gaining exposure to sophisticated lending transactions and wealth management relationships.
This role offers a unique opportunity to build expertise in custom lending while helping clients achieve their financial goals through tailored credit solutions.
This position is not eligible for Visa sponsorship.
Candidate must reside within a reasonable commute to a site location listed.
Relocation assistance is not available for this position.
This position offers a hybrid work schedule.
US Only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 examinations or equivalent must be completed within either a 90 or 180-day time period, depending upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
US Only: Designated insurance license requirements must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. Compliance with state law requirements is required.
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$77,000.00 - $145,000.00
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
27 Sep 2026
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
To request a medical accommodation during the application or interview process, visit
Disability Inclusion at Wells Fargo
.
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.