Summer Fiduciary Associate

Wells Fargo Bank•Long Beach, NC

1d•Onsite

About The Position

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.

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 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.
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.
Third-Party recordings are prohibited unless authorized by Wells Fargo.
Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Nice To Haves

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

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.