채용
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations.
BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity.
Trust Services Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including:
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Personal trust services.
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Estate services.
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Philanthropic services.
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Closely held asset management.
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Real estate and loan asset management.
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Oil, gas and mineral management.
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Legacy trust services.
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Special needs trust services.
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Managed Individual Retirement Accounts (IRA)
About this role:
Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) in Wells Fargo Trust as part of Wealth and Investment Management. Learn more about the career areas and lines of business atWorking at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)
In this role, you will:
- Administer a book of moderately complex fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable laws
- Engage clients, advisors, and internal partners to deliver a high-touch client experience within a strong risk management framework
- Independently resolve moderately complex issues while leveraging solid knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, Know Your Client (KYC) requirements, annual account reviews, and management of overdrafts
- Identify and recommend opportunities for process improvement and control development
- Serve as a subject-matter expert on fiduciary administration for moderately complex accounts, and Provide guidance on interpreting governing instruments, applying fiduciary principles, and ensuring compliance with prudent investing standards
- Serve as a peer mentor to actively train and mentor lower-level staff
- Participate in marketing and development initiatives, in conjunction with team leaders
Required Qualifications:
- 4+ years of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education
Desired Qualifications:
- Strong knowledge and understanding of estate, trust, or fiduciary administration
- A BS/BA degree or higher (such as JD/LLM) in law or trust and wealth management
- Certified Trust and Financial Advisor (CTFA)
- Ability to read and interpret legal documents
- Ability to review trust agreement documents and ensure bank compliance
- Strong analytical skills with high attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills
- Ability to interact with all levels of an organization
- Ability to exercise independent judgment to identify and resolve problems
- Ability to work effectively in a team environment
- Strong risk management and compliance skills
Job Expectations:
- This position offers a hybrid work schedule
- This position is not eligible for Visa sponsorship
- Specific compliance policies may apply regarding outside activities and/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.
May be considered for a sign-on bonus as well as a discretionary bonus
Posting End Date:
24 Apr 2026
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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.
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Wells Fargo 소개

Wells Fargo
PublicWells Fargo & Company is an American multinational financial services company. The company operates in 35 countries and serves more than 70 million customers worldwide.
10,001+
직원 수
San Francisco
본사 위치
$163B
기업 가치
리뷰
3.7
10개 리뷰
워라밸
3.8
보상
3.2
문화
3.9
커리어
2.8
경영진
3.1
65%
친구에게 추천
장점
Good benefits and health coverage
Flexible hours and remote work options
Good work-life balance
단점
Limited career advancement opportunities
High stress and fast-paced environment
Poor management and lack of direction
연봉 정보
15개 데이터
Mid/L4
Senior/L5
Director
Mid/L4 · Equity Research Associate - Oil and Gas
1개 리포트
$189,999
총 연봉
기본급
$146,141
주식
-
보너스
-
$189,999
$189,999
면접 경험
3개 면접
난이도
3.0
/ 5
소요 기간
21-35주
합격률
33%
면접 과정
1
Application Review
2
Recruiter Screen
3
Online Assessment
4
Technical Interview
5
Behavioral Interview
6
Offer
자주 나오는 질문
Coding/Algorithm
Technical Knowledge
Behavioral/STAR
Past Experience
뉴스 & 버즈
Nationwide class debated in Wells Fargo cash sweep case - Daily Journal
Daily Journal
News
·
3d ago
Greenville police investigate robbery at Wells Fargo on Red Banks Road - WCTI
WCTI
News
·
3d ago
UPDATE: One arrested in Greenville bank robbery - WITN
WITN
News
·
3d ago
The 'debasement trade' has driven gold to new heights. Wells Fargo's bull case calls for $8,000 an ounce - CNBC
CNBC
News
·
4d ago