Summer Fiduciary Associate

Vista previa de la oferta

Summer Fiduciary Associate

internship · Law

About this 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.
 

In this role, you will:

• 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.

Required qualifications:

• 2+ years of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired 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
• 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

Job Expectations:

• Visa sponsorship not available.
• 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 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.

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

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.

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:

*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.