Wells Fargo

Summer Fiduciary Associate

Wells Fargo$70K — $145K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of work experience or equivalent, including military or education
  • Pursuing a law degree expected to graduate by 2028
  • Interest in Fiduciary and Wealth Management matters
  • Strong analytical and problem-solving skills
  • Attention to detail with ability to manage multiple tasks
  • Ability to collaborate in a fast-paced team environment

Responsibilities

  • Participate in ongoing fiduciary work assignments
  • Support Trust Officers with fiduciary administration and client engagement
  • Gain understanding of trusts, estates, and fiduciary law
  • Assist in analyzing trust instruments and related documents
  • Attend meetings and professional development sessions
  • Engage in special projects

Benefits

  • Comprehensive health benefits
  • 401(k) Plan
  • Paid time off
  • Disability and life insurance
  • Parental and critical caregiving leave
  • Tuition reimbursement and scholarships for dependent children
  • Adoption reimbursement
  • Commuter benefits
  • Employee discounts and savings programs
Full Job Description
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 Location:
  • 280 Park Avenue - New York, NY 10017


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.
$33.65 - $69.71

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:

25 Sep 2026
*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

Similar Jobs

More Jobs at Wells Fargo

More Legal & Accounting Jobs

Find similar Summer Fiduciary Associate jobs: