Summer Fiduciary Associate
or drop it." Posting locations could be considered minor metadata; we could include them in a short p under About the role or maybe separate? But they said "fold minor metadata into a short
or drop it." So we could include a paragraph with locations after About the role? However About the role already has a paragraph; we could add another p with locations. But we must preserve ALL substantive information; locations are substantive? Might be considered substantive for applicant. But they said minor metadata like Job ID/requisition numbers; locations maybe not minor. However they said "Posting Locations:" list; could be considered substantive. I'd keep them as a
maybe under About the role or separate section? There's no heading for Locations; we could just add a
after About the role. Also "Posting End Date: 25 Sep 2026" maybe minor metadata; could be a short p. We must not include "Visa sponsorship not available." That's substantive? It's a job expectation; maybe we can include under Requirements or Job Expectations but we don't have a heading for Job Expectations. Could incorporate into Requirements or Qualifications? Probably better to include under Requirements as a note. But the instruction: we have headings for Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Job Expectations could go under Requirements (maybe as a list item). However the requirement about visa sponsorship not available is not a qualification but a condition. Could be placed under Requirements as a list item. Similarly background check, FINRA etc could be under Requirements. We need to preserve all substantive info; we can incorporate them as list items under Requirements. Let's structure:
About the role
Wells Fargo Trust is seeking rising 3L students to join our 2027 Summer Fiduciary Associate program. The program is designed as a potential pathway to a permanent role as a Trust Officer, with responsibility for directly managing fiduciary client relationships. At the conclusion of the program, high-performing Associates will be considered for full-time opportunities at their internship location based on individual performance, business needs and available openings. Our Trust Officers provide personalized advice and fiduciary administration services to Wells Fargo’s High-net-worth and Ultra-high-net-worth clients throughout the United States, including trusts, estates, foundations and charities, and special needs trusts. Our team collaborates closely with financial advisors and portfolio managers to deliver a seamless, comprehensive suite of services to meet the needs of our clients anywhere in the country.
Posting Locations: 100 N Main Street – Winston Salem, NC 27101; 550 S Tryon Street – Charlotte, NC 28202; 100 N 18th Street – Philadelphia, PA 19103; 525 Okeechobee Blvd – West Palm Beach, FL 33401; 550 S 4th Street – Minneapolis, MN 55415; 5301 Southwest Pkwy - Austin, TX 78735; 8115 Preston Road – Dallas, TX 75225; 6325 S Rainbow Blvd – Las Vegas, NV 89118; 333 S Grand Avenue – Los Angeles, CA 90071; 111 West Ocean Blvd – Long Beach, CA 90802.
Posting End Date: 25 Sep 2026 (posting may come down early due to volume of applicants).
Then Responsibilities:Responsibilities
- Participate in meaningful work assignments that contribute to ongoing fiduciary matters.
- Support Trust Officers with issues related to fiduciary administration, distributions, discretionary decisions and client engagement.
- Develop a deep understanding of trusts, estates, foundations and charities, fiduciary law, tax considerations and applicable state and federal regulations.
- Assist with analysis of trust instruments, wills, and related legal documents.
- Attend meetings, training sessions and professional development activities.
- Participate in special projects.
Requirements
- 2+ years of work experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Visa sponsorship not available for this position.
- 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.
- Candidates must successfully complete and pass a background check prior to hire; subject to FINRA background screening requirements.
- Individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
- Successful candidates must meet and comply with ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.
Qualifications
- Pursuing a law degree at an accredited college or university with an expected graduation date of 2028.
- Interest in Fiduciary and Wealth Management matters.
- Proven analytical and problem-solving skills through coursework, projects, or previous internship experience.
- Demonstrated attention to detail and ability to manage multiple assignments.
- Demonstrated ability to collaborate effectively in a high‑paced, team‑oriented environment.
Qualifications
- Pursuing a law degree at an accredited college or university with an expected graduation date of 2028.
- Interest in Fiduciary and Wealth Management matters.
Skills
- Proven analytical and problem‑solving skills through coursework, projects, or previous internship experience.
- Demonstrated attention to detail and ability to manage multiple assignments.
- Demonstrated ability to collaborate effectively in a high‑paced, team‑oriented environment.
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
Pay
$28.85 - $6