2021 Wealth & Investment Management Analyst Program

Charlotte, North Carolina
October 17 2020
Retail Banking
Job Description

At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wells Fargo is a diverse, vibrant, constantly growing company. Wealth & Investment Management¹ (WIM) is one of the company's five main divisions. With $1.6 trillion in client assets², WIM businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance, and retirement. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories .

Program Overview

WIM University Programs seeks to attract, develop and retain exceptional recent* college graduates to Wealth & Investment Management. Our goal is to build bench-strength as well as increase our commitment to diversity in WIM.

The Wells Fargo Wealth & Investment Management (WIM) Analyst Program is ideal for recent undergraduates interested in working in a collaborative environment focused on personal and professional development. Program participants gain a deeper knowledge of the financial services industry through hands-on experience in one of the lines of business within the WIM division. While working as full-time team members in a strategically selected set of roles, Analysts will be placed in a full-time role within WIM, and as part of the program they receive a ten month (non-rotational) development experience that includes intensive deep-dive sessions focusing on our key businesses, group project work, coaching and mentoring, and exposure to key leaders. Professional Development during the program centers on developing communication and presentation skills, product and market educational sessions, personal branding and awareness, and project team assignments to support strategic initiatives that will be presented to the WIM Operating Committee at the end of the program. After completion of the ten month WIM Analyst Program, participants continue in the role in which they were hired. There is an expectation that Analysts will stay in their role for at least two years.

The WIM Analyst Program offers opportunities across the business. The position locations are centered in Charlotte, St. Louis, Minneapolis and other areas of the country. The position locations are determined by business need, are tied to the business function, and are not flexible. Applicants are encouraged to be open to relocation, for which a small stipend is provided. The University Programs team will contact all confirmed hires with updates leading up to the program start in the event 2021 programming requires a virtual environment. The Program will have approximately 30 positions spread across the lines of businesses listed below.

Private Wealth Management ( Wells Fargo Private Bank and Abbot Downing ) :Private Wealth Management helps high-net-worth and ultra-high-net-worth individuals, business owners, and family offices work towards their financial dreams and goals through discovery, planning, advice, solutions, and service.
  • Wells Fargo Private Bank³ provides high-net-worth clients with a complete range of wealth solutions that include wealth planning, private banking, trust and fiduciary services, and fiduciary investment management, as well as specialized wealth services. Wells Fargo Private Bank's mission is to build enduring relationships on a foundation of sound, thoughtful, and objective advice.
  • Abbot Downing³ serves ultra-high-net-worth multigenerational families, family offices, foundations, and endowments with investable assets of at least $50 million or net worth of $100 million. Abbot Downing strives to build long-standing relationships by helping clients preserve and grow wealth, address the impact of wealth across generations and leave a legacy of purpose.

Wells Fargo Advisors (WFA): Wells Fargo Advisors operates the nation's third-largest brokerage business with more than 13,400 full-service financial advisors in locations nationwide and referrals from nearly 5,500 licensed bankers in Well Fargo branches. WFA serves clients' advisory, brokerage, and financial needs, including investment management and portfolio monitoring. Unprecedented choice and flexibility for financial advisors and their clients is provided through distinct business channels supported by established products, services and technology.

Wells Fargo Asset Management (WFAM): Wells Fargo Asset Management (WFAM) strives to help clients achieve what matters most to them on their path to financial well-being by channeling the collective wisdom of our specialized investment teams (backed by over 500 investment professionals), and with the support of our independent risk management teams, into solutions designed to help meet clients' goals. With offices around the world, WFAM has the resources and reach to help clients across the globe-be it institutions or intermediaries whose focus on the client is akin to our own.

Wells Fargo Investment Institute (WFII): Wells Fargo Investment Institute (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company. WFII is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. WFII comprises nearly 150 experienced investment professionals from across the globe focused on investment strategy, asset allocation, manager research, portfolio management, derivatives strategies, and alternative investments.

Wealth Client Solutions (WCS): Wealth Client Solutions is a center for banking, fiduciary, and other services across Wealth & Investment Management (WIM). WCS is designed to help WIM take product development, risk management, and innovation to the next level, based on competitive insights and client needs. It also helps us to drive growth faster and provide a better, more consistent client experience, while preserving the unique segment-based client experiences for which WIM is known. Wealth Client Solutions includes Lending & Banking Products (custom and consumer packaged); Deposits Strategy & Management; Trust & Fiduciary Services Management; Mergers & Acquisitions Business Advisory Services; and WIM Enterprise Partnerships.

WIM Chief Operating Office (COO): The WIM Chief Operating Office (COO) focuses on strategy, execution, governance, and support of cross-WIM programs and initiatives.

WIM Control: Our WIM Control group ensures all of WIM's businesses have appropriate and effective risk controls in place to operate successfully and that all Corporate Risk programs are implemented across WIM.

WIM Operations: Wealth & Investment Management (WIM) Operations is core to delivering our products and services to clients and is comprised of consolidated middle- and back-office capabilities from Asset Management, Brokerage, and Private Wealth Management functions across the WIM business. Its robust leadership and governance infrastructure help support an elevated risk culture focused on eradicating risk at the source while delivering a modernized and differentiated client and team member experience through scalable, rationalized processes and enhanced technology.

General Responsibilities
  • Maintain daily contact with leaders at all levels of the organization including senior management, team members, individual contributors and vendors.
  • Provide customer service to clients and internal team members as necessary.
  • Understand processes and work flows to make recommendations for process improvements.
  • Bring closure to issues, questions and requests. Solve problems independently.
  • Understand business needs and provide possible solutions by explaining in clear verbal and/or written communications to customers and/or management.
  • Consistently learn new systems, applications, processes and techniques.
  • Lead or participate in projects or support activities, which are moderate in size and organization span.

Job Expectations
  • Ability to travel 5% or more of the time

  • After submitting your application, please monitor your e-mail for future communications.
  • Once your application is received, Wells Fargo will make initial contact with you via e-mail.
  • Please ensure your contact information (e-mail address and phone number) is current in your Wells Fargo Jobs Profile.
  • If your contact information has changed, please update prior to applying to this position.
  • Based on the volume of applications received, this job posting may be removed prior to the indicated close date. If you do not apply prior to the closing of this posting, we encourage you to apply for other opportunities with Wells Fargo.
  • Due to a high volume of inquiries, please do not contact the hiring manager listed. Any inquiries sent to the hiring manager listed may not receive a response.
  • Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States.

Required Qualifications

  • 3+ months of professional experience through internships, part-time, or full-time work

Desired Qualifications

  • Completion of coursework in Business, Economics, Finance, Accounting, Marketing, Communications, English or related field
  • Experience successfully collaborating with others in a change driven environment
  • Ability to organize and manage multiple priorities
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Knowledge and understanding of financial services industry
  • Leadership experience including; coaching, training, and mentoring

Other Desired Qualifications
  • Four year undergraduate degree obtained between December 2019-June 2021*
  • Recent and relevant previous Wealth & Investment Management (WIM) Internship experience


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

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