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Job Description Company Description Stelvio Private Wealth is a boutique Wealth Management firm formed in 2021, which transitioned out of the Private Client Group of Wells Fargo Advisors. Stelvio Private Wealth has offices in Greenwich, CT, New York City, NY and the Bay Area, CA and touts individuals, families and non-profits as clients in a total of 42 states. Stelvio Private Wealth operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer. Role Description This is a full-time mid to senior-level role with a title of Senior Tax Associate. The role will take on a Hybrid schedule, with in-office days occurring in Greenwich, CT. The Senior Tax Associate will work closely with the Managing Partner and Associate Financial Advisors and is ideal for someone who is a self-starter. Through that close partnership, the associate will be responsible for collaborating on tax planning activities, as well as, pertinent tax filings for a select contingent of clients. This will also lead to collaboration in financial plan activities and upkeep. The associate is expected to have a preferred tax software with relevant experience in it and will also quickly gather an understanding of how we work closely with our clients. It is expected that the Senior Tax Associate has experience in multiple facets of tax, and experience with the HNW or UHNW is preferred. • Serve as a Trusted Advocate of the CEO & Managing Partner., • Spearhead timely tax filings, with the IRS, and the clients’ respective state(s)., • Assist in facilitating client relations, data collection, analysis, and tax related documents., • Assist Managing Partner with action plans and action items specific to an individual client, and be present, available and active in client reviews where tax circumstances may apply., • Conduct analysis of tax changes, recommendation actions for optimization, and perform ongoing analysis, • Assist in tax planning analysis for prospective clients or as a part of ad hoc financial planning engagements., • Be involved in portfolio management decisions as they pertain to tax planning or tax impacts., • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance, • Perform other administrative duties, as assigned Qualifications • Previous experience in a tax associate (or similar) role (minimum 3 years)., • An accounting related certification, notably being an active CPA (Certified Public Accountant) or an active EA (Enrolled Agent)., • Bachelor's degree in Finance, Economics, Business, Accounting or related field is a plus, but not required., • Familiarity with a preferred accounting and bookkeeping software., • Interest in Finance, Financial Planning, Investment Management and Wealth Management beyond one’s assumed interest in Accounting., • Strong Analytical Skills and Investment Knowledge., • Effective written and verbal communication skills & excellent organizational skills., • Demonstrates attention to detail and accuracy., • Ability to work independently and exercise discretion without immediate supervision at all times., • Ability to organize and prioritize workflow and assignments in a deadline-oriented environment., • Proficient in Microsoft Office suite of products, • Ability to maintain a high level of confidentiality while being professional and poised What do we hope you become? • You will become prepared to deliver a consistent set of responsibilities in support of the organization’s wealth management strategies, • Your professional growth, necessary industry examinations and accredited wealth planning designations will be supported and subsidized What We Offer While lean & mean, we still offer a highly competitive suite of benefits designed to help our team members balance their personal and professional life commitments. • Paid Holidays, • Paid Time Off (PTO), • Highly subsidized Health, Dental, and Vision Plans, • 401k Retirement Account with 6% Company Match Contributions, • Free Life Insurance, Long & Short-Term Disability Insurance, • Flexible Spending Accounts and Health Savings Accounts, if applicable, • Employee Team Building Activities At Stelvio Private Wealth, we are committed to being an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable laws. -- With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting! \nCompany Description Stelvio Private Wealth Management is a boutique firm founded in February 2021 by a former Wells Fargo Advisors' Managing Director - Investments. For 6 years, said founder, was the youngest Managing Director at the firm, with now a total of 18 years of industry experience. Stelvio Private Wealth has offices in Greenwich, CT, New York City, NY and the Bay Area, CA and touts private clients in a total of 42 states. Stelvio Private Wealth Management is a boutique firm founded in February 2021 by a former Wells Fargo Advisors' Managing Director - Investments. For 6 years, said founder, was the youngest Managing Director at the firm, with now a total of 18 years of industry experience. Stelvio Private Wealth has offices in Greenwich, CT, New York City, NY and the Bay Area, CA and touts private clients in a total of 42 states.

Pepe Auto is looking for a car wash attendant to join our team! We are committed to serving our clients with the ultimate luxury experience and need a talented person to make us shine. Come be part of a team determined to be the best in New York! • Medical, dental, vision, • Wellness program, • 401K, • Paid time off, • Career growth, • Clean vehicles according to company standards, • Clean interior and exterior windows, • Vacuum interior of vehicle, • Clean engine and engine compartment, • Apply dressing on tires and tire wells, • Utilize special purpose cleaners to ensure lasting cleanliness of vehicles, • Drive and park cars on the lot as needed, • Report any safety issues immediately to management, • Ability to pay attention to detail, • Ability to follow instructions, • Positive attitude Job Type: Full-time Salary: $17.00 - $18.00 per hour Pepe Auto Group believes our success is attributed to our employees. Family-owned since 1968, we have continued to grow our business and culture while holding true to our values of honesty, integrity, and professionalism. At Pepe Auto Group, you can expect to work with the best. Our collaborative nature and mentorship capabilities has created a team of respectful and driven professionals. We believe in empowering our employees, which results in exceptional customer service. Our team of dedicated individuals encourages success amongst each of our members. We invest in our employees and promote from within often.

Wells Fargo is seeking a Business Relationship Support Specialist as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com In this role, you will: • Be accountable for a complex portfolio of customers, • Share leadership role with managers to oversee a portfolio of accounts, • Identify opportunity for process improvements within the portfolio, • Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio, • Verify compliance and report identified issues for resolution, • Make decisions on complex customer issues, • Partner with managers to resolve issues and provides status updates on implementations, • Develop expertise in the policies, procedures, and compliance requirements, • Handle complex customer issues which include escalation and resolution, • Lead team and serve as a subject matter expert for the department, • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals, • Interact with internal customers, • Receive direction from leaders, • Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: • 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: • Knowledge and understanding of middle market commercial banking, • Customer service focus with the ability to listen to customer needs and recommend solutions, • Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA), • Ability to work effectively, as well as independently, in a team environment, • Ability to identify cross-sell opportunities and participate in moderately complex customer transactions, • Treasury experience, • Ability to manage client relationships, • Excellent verbal, written, and interpersonal communication skills, • Intermediate Microsoft Office (Word, Excel, and Outlook) skills, • Strong attention to detail and accuracy skills, • Strong organizational, multi-tasking, and prioritizing skills, • Face-to-face customer service experience, • Knowledge and understanding of business banking compliance controls, risk management, and loss prevention, • Experience partnering/collaborating with Commercial Banking Group and/or a Wholesale group, • Extensive knowledge and understanding of Commercial or specialty group servicing operations, • Knowledge of various systems used to support Commercial Banking clients including Hogan, WCIS, Cornerstone, TM Legal Wizard, WCAO, Relationship View, Service View, SVP & WICE Job Expectations: • This position is not eligible for Visa sponsorship, • This position offers a hybrid work schedule, • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process, • May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards Location: • 2500 Westchester Avenue- Purchase, New York 10577 Required location listed above. Relocation assistance is not available for this position. Pay Range: PurchaseNew York Pay Range: $72,000 - $109,000 USD annual (this range may not be applicable to other locations) Benefits: • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Adoption reimbursement We Value Equal Opportunity 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.

Wells Fargo is seeking an Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business. In this role, you will: • Participate in soliciting residential mortgages from various sources, • Produce high quality jumbo loans which are compliant and provide excellent customer service, • Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources, • Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market, • Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans, • Understand real estate appraisals, title reports, and real estate transactions, • Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs, • Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk, • Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication, • Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: • 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: • Basic Microsoft Office skills, • Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources, • Excellent verbal, written, and interpersonal communication skills, • Mortgage industry experience, • Knowledge and understanding of sales prospecting and generating referrals, • Customer service experience, • Experience working with high net-worth clients Job Expectations: • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary, • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary, • Completion of formal position specific training programs, • Reliable transportation, • Ability to work nights, weekends, and/or holidays as needed or scheduled Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission. All pay complies with applicable minimum wage laws. Benefits • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Adoption reimbursement

About this role: Wells Fargo is seeking a Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: • Participate in soliciting residential mortgages from various sources, • Produce high quality loans which are compliant and provide excellent customer service, • Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources, • Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market, • Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans, • Understand real estate appraisals, title reports, and real estate transactions, • Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs, • Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk, • Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication, • Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: • 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: • Basic Microsoft Office skills, • Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources, • Excellent verbal, written, and interpersonal communication skills, • Mortgage industry experience, • Knowledge and understanding of sales prospecting and generating referrals, • Experience developing and cultivating professional relationships, • Customer service experience Job Expectations: • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary, • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary, • Ability to lift 20+ pounds, • Reliable transportation, • Ability to work nights, weekends, and/or holidays as needed or scheduled Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission. All pay complies with applicable minimum wage laws. Pay Range Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission. All pay complies with applicable minimum wage laws. Benefits 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. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Adoption reimbursement Posting End Date: 27 Dec 2026 • Job posting may come down early due to volume of applicants. We Value Equal Opportunity 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. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: 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.

This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells

Associate Personal Banker (SAFE)Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this role you will:Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagementLead discovery-driven

Location 200 Wells Ave, Newton, MA, 02459, United States.Job Category Full time, On site.