2025 Wealth & Investment Management Summer Internship - Early Careers

About this role: Wells Fargo is seeking talent to join the 2025 Wealth & Investment Management Summer Internship - Early Careers program. Learn more about the career areas and lines of business at wellsfargojobs.com

Business Overview

Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

• Building enduring client relationships through sound, thoughtful, and objective advice

• Developing individualized plans for clients to help meet their financial objectives

• Helping clients build, manage, preserve, and transition their financial resources and wealth

Program Overview

WIM Early Careers seeks to attract, develop, and retain exceptional junior undergraduate students to Wealth & Investment Management. Our goal is to build bench-strength as well as increase our commitment to diversity in WIM.

Over the course of ten-week summer program, participants will have the opportunity to:

• Gain on-the-job experience: Working as part of a high-performing team in your business group, you will gain in-depth experience as an intern. You will begin to build your analytical and interpersonal communication skills by actively participating in your team's day-to-day activities.

• Receive professional support: You will be matched with a colleague who will be available to answer your questions, help you through challenging situations, and give you feedback throughout the course of the summer. You will also have the support of a program manager and functional cohort to support you through your intern experience.

• Benefit from a virtual speaker series: Wells Fargo's top leaders provide insight into how to make the most of your summer experience, share their career paths, tips and advice, while also sharing trends in the financial and functional spaces they serve.

• Take part in organization networking activities: We promote community involvement and networking with other summer interns and full-time analysts across other programs. You will have the opportunity to create lasting professional relationships, build your network, and take advantage of a diverse and rapidly growing workforce.

Multiple intern positions will be available throughout WIM's businesses listed below, offering hands-on experience in the fields of investment management, financial analytics, project management, consulting, and beyond in a "home office" or "middle/back office" environment.

• Advice & Planning: WIM's advice framework with tools, technology, and access to advice expertise for advisors and clients, along with family-office and practice-management support.

• Banking, Lending & Trust (BL&T) : Center of Excellence providing access to highly experienced and credentialed professionals that deliver cash management, complex custom credit, and trust services directly to clients. Our bankers and trust specialists are typically part of a relationship-based team and work together to deliver a "white glove" service and best-in-class products to Wells Fargo's high-net-worth clients.

• Investment Solutions: Center of Excellence that provides WIM's investment expertise, solutions, and product offerings. This includes Wells Fargo Investment Institute, which creates core investment strategies, investment research, and other forms of intellectual capital to support WIM.

• Client Relationship Group: Oversees initiatives and support for financial advisor and team-led client coverage, including Wells Fargo Advisors, Wells Fargo Private Bank, and our digital and contact center teams and Independent Channels

• The Private Bank (TPB): Focused on creating a premier experience for high-net-worth and ultra-high-net-worth clients by utilizing the specialists in our Centers of Excellence.

• Other lines of business include - WIM Advisory & Client Experience, Chief Administration Office & Transformation, WIM Control Management, WIM Diverse Client Segments, and WIM Marketing

The WIM Intern Program is a pipeline program where successful interns may receive an offer to return the following year to join the full-time Wealth & Investment Management Development Program.

Program Duration: Summer 2025. 10-weeks (non-rotational), full time schedule.

Program Locations : The WIM Intern Program offers multiple opportunities across the business in locations aligned to our headquarters locations: Charlotte, NC; Minneapolis, MN; St. Louis, MO. 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 the summer, for which a small stipend is provided.

In this role you will:

• Interact with leaders at all levels of the organization including senior management, direct team members, individual contributors, and vendors.

• Provide customer service to clients and internal employees as needed and appropriate.

• Understand processes and workflows 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.

Ideal candidate for this role must have the following:

• 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

• Knowledge and understanding of financial services industry

Required Qualifications:

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

Desired Qualif ications:

• Currently pursuing a bachelor's degree with an expected graduation date between December 2025 - June 2026

• Excellent verbal, written, and interpersonal communication skills

• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

• Involvement in extracurricular enrichment activities through one or more of the following: volunteerism, student organization involvement, study abroad program(s), leadership position(s), non-profit involvement

• Pursuing a bachelor's degree in Business, Finance, Economics, Accounting, Marketing, Communications, English, or related field. All majors are welcome.

Job Expectations

• Ability to travel 5% or more of the time

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.

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. After submitting your application, please monitor your e-mail for future communications.

We Value Diversity

At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Posting End Date:

31 Oct 2024

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.

Company: WELLS FARGO BANK

Req Number: R-373154-1

Updated: Sat Jun 29 03:48:22 UTC 2024

Location: CHARLOTTE,North Carolina