Summer Fiduciary Associate
), Responsibilities (), Requirements (), Qualifications (), Skills (), Benefits (), Pay (), Schedule (). We only include sections with real content.
We have content for About the role, Responsibilities, Requirements (maybe combine required qualifications?), Qualifications (desired qualifications?), Skills (maybe from desired qualifications: analytical, problem solving, attention to detail, collaboration). Benefits, Pay. Schedule: no schedule info given (like full-time, part-time, hours). Not present, so omit Schedule section.
We must not create sections with filler like "commensurate with experience". So we need to ensure each section has substantive content.
We need to decide how to split content.
Potential sections:
- About the role: description of program, pathway, Trust Officers role, collaboration with advisors, etc.
- Responsibilities: the bullet list under "In this role, you will:" (Participate..., Support..., Develop..., Assist..., Attend..., Participate...).
- Requirements: maybe the "Required qualifications: 2+ years of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education". Also maybe include "Visa sponsorship not available." etc? That's more expectations. Could be under Requirements or Job Expectations. But we have a section "Requirements". We'll put the required qualifications there.
- Qualifications: maybe the "Desired qualifications:" list.
- Skills: maybe we can extract from desired qualifications: Proven analytical and problem-solving skills, Demonstrated attention to detail and ability to manage multiple assignments, Demonstrated ability to collaborate effectively in a high-paced, team‑oriented environment. Could be under Skills.
- Benefits: list.
- Pay: the pay range.
We must not include location list as a separate section unless we have a section for Locations (not in allowed list). Could we fold locations into About the role? Probably not needed; but we must preserve all substantive information. The locations are substantive. Where to put them? Could be under About the role as a paragraph. Or we could create a separate section but not allowed headings. The allowed headings are limited to those eight. We could add a
), Qualifications (), Skills (), Benefits (), Pay (), Schedule (). We only include sections with real content.
We have content for About the role, Responsibilities, Requirements (maybe combine required qualifications?), Qualifications (desired qualifications?), Skills (maybe from desired qualifications: analytical, problem solving, attention to detail, collaboration). Benefits, Pay. Schedule: no schedule info given (like full-time, part-time, hours). Not present, so omit Schedule section.
We must not create sections with filler like "commensurate with experience". So we need to ensure each section has substantive content.
We need to decide how to split content.
Potential sections:
- About the role: description of program, pathway, Trust Officers role, collaboration with advisors, etc.
- Responsibilities: the bullet list under "In this role, you will:" (Participate..., Support..., Develop..., Assist..., Attend..., Participate...).
- Requirements: maybe the "Required qualifications: 2+ years of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education". Also maybe include "Visa sponsorship not available." etc? That's more expectations. Could be under Requirements or Job Expectations. But we have a section "Requirements". We'll put the required qualifications there.
- Qualifications: maybe the "Desired qualifications:" list.
- Skills: maybe we can extract from desired qualifications: Proven analytical and problem-solving skills, Demonstrated attention to detail and ability to manage multiple assignments, Demonstrated ability to collaborate effectively in a high-paced, team‑oriented environment. Could be under Skills.
- Benefits: list.
- Pay: the pay range.
We must not include location list as a separate section unless we have a section for Locations (not in allowed list). Could we fold locations into About the role? Probably not needed; but we must preserve all substantive information. The locations are substantive. Where to put them? Could be under About the role as a paragraph. Or we could create a separate section but not allowed headings. The allowed headings are limited to those eight. We could add a
), Benefits (), Pay (), Schedule (). We only include sections with real content.
We have content for About the role, Responsibilities, Requirements (maybe combine required qualifications?), Qualifications (desired qualifications?), Skills (maybe from desired qualifications: analytical, problem solving, attention to detail, collaboration). Benefits, Pay. Schedule: no schedule info given (like full-time, part-time, hours). Not present, so omit Schedule section.
We must not create sections with filler like "commensurate with experience". So we need to ensure each section has substantive content.
We need to decide how to split content.
Potential sections:
- About the role: description of program, pathway, Trust Officers role, collaboration with advisors, etc.
- Responsibilities: the bullet list under "In this role, you will:" (Participate..., Support..., Develop..., Assist..., Attend..., Participate...).
- Requirements: maybe the "Required qualifications: 2+ years of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education". Also maybe include "Visa sponsorship not available." etc? That's more expectations. Could be under Requirements or Job Expectations. But we have a section "Requirements". We'll put the required qualifications there.
- Qualifications: maybe the "Desired qualifications:" list.
- Skills: maybe we can extract from desired qualifications: Proven analytical and problem-solving skills, Demonstrated attention to detail and ability to manage multiple assignments, Demonstrated ability to collaborate effectively in a high-paced, team‑oriented environment. Could be under Skills.
- Benefits: list.
- Pay: the pay range.
We must not include location list as a separate section unless we have a section for Locations (not in allowed list). Could we fold locations into About the role? Probably not needed; but we must preserve all substantive information. The locations are substantive. Where to put them? Could be under About the role as a paragraph. Or we could create a separate section but not allowed headings. The allowed headings are limited to those eight. We could add a
), Schedule (). We only include sections with real content.
We have content for About the role, Responsibilities, Requirements (maybe combine required qualifications?), Qualifications (desired qualifications?), Skills (maybe from desired qualifications: analytical, problem solving, attention to detail, collaboration). Benefits, Pay. Schedule: no schedule info given (like full-time, part-time, hours). Not present, so omit Schedule section.
We must not create sections with filler like "commensurate with experience". So we need to ensure each section has substantive content.
We need to decide how to split content.
Potential sections:
- About the role: description of program, pathway, Trust Officers role, collaboration with advisors, etc.
- Responsibilities: the bullet list under "In this role, you will:" (Participate..., Support..., Develop..., Assist..., Attend..., Participate...).
- Requirements: maybe the "Required qualifications: 2+ years of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education". Also maybe include "Visa sponsorship not available." etc? That's more expectations. Could be under Requirements or Job Expectations. But we have a section "Requirements". We'll put the required qualifications there.
- Qualifications: maybe the "Desired qualifications:" list.
- Skills: maybe we can extract from desired qualifications: Proven analytical and problem-solving skills, Demonstrated attention to detail and ability to manage multiple assignments, Demonstrated ability to collaborate effectively in a high-paced, team‑oriented environment. Could be under Skills.
- Benefits: list.
- Pay: the pay range.
We must not include location list as a separate section unless we have a section for Locations (not in allowed list). Could we fold locations into About the role? Probably not needed; but we must preserve all substantive information. The locations are substantive. Where to put them? Could be under About the role as a paragraph. Or we could create a separate section but not allowed headings. The allowed headings are limited to those eight. We could add a
under About the role that includes locations. That's permissible. Similarly, posting end date maybe not needed but could be included as a short paragraph under About the role or maybe under a generic section? Not in headings. We could put it in About the role as a note. We must not include boilerplate like EEO, drug policy, etc. We must not include "Reference Number". Remove. We must not include "Job Expectations" as heading; we can fold its content into Requirements or Qualifications? Probably under Requirements as additional expectations (visa sponsorship, background check). But we already have Required qualifications; we could add a subsection under Requirements for expectations. However we must not invent headings; we can just add paragraphs. We need to ensure we don't duplicate content. Let's craft HTML:
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 include: 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. The posting ends on 25 Sep 2026 (may come down early due to volume of applicants).
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 one or a combination of the following: work experience, training, military experience, education.
Visa sponsorship is not available for this position. The role is subject to FINRA background screening requirements; candidates must successfully complete and pass a background check prior to hire. Individuals subject to statutory disqualification are not eligible to be associated with a FINRA‑registered broker‑dealer. Successful candidates must also 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.
- Have an 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 - $69.71 base pay range; pay may vary depending on prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
We must not include Schedule section. Check for any repeated content: we included posting locations and end date in About the role. Good. We removed boilerplate. Check for any mention of "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." We captured that. Check for any mention of "Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below." We just listed benefits. Check for any mention of "Posting End Date: 25 Sep 2026 * Job posting may come down early due to volume of applicants." We included. Check for any mention of "Job Expectations: Visa sponsorship not available..." we included under Requirements. Check for any mention of "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." This is not included. Should we include? It's substantive but maybe not required. It is about compliance policies. Could be included under Requirements or Qualifications. Since we have a Requirements section, we could add a sentence about compliance policies. Let's add after visa sponsorship line. Add: "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." We'll incorporate. Also "Information will be shared about expectations during the recruitment process." Could be included. We'll add a sentence. Now ensure we didn't miss any substantive info: "This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents." Already covered. Now check for duplication: we have visa sponsorship line and compliance policies line. Now final HTML. Make sure no extra