2027 Wealth & Investment Management Analyst Program - Early Careers

Wells Fargo•St. Louis, MO

3d•Onsite

About The Position

Wells Fargo is seeking talented individuals to join the 2027 Wealth & Investment Management (WIM) Analyst Program. Learn more about Wells Fargo’s 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 recent college graduates to Wealth & Investment Management. Our goal is to build bench strength and further strengthen our workforce within WIM. #earlycareers The WIM Analyst Program offers a collaborative setting focused on personal and professional development. Over a two-year, non-rotational period, analysts will: Gain hands-on experience in non-client roles within one of WIM’s divisions (see below). Participate in deep-dive sessions on key businesses. Engage in strategic projects, mentorship, and coaching while gaining exposure to senior leaders. Analyst responsibilities may include investment management, financial analyses, project management, and consulting in a “home office” or “middle/back-office” environment. These roles are not directly client-facing. Divisions: Client Relationship Group (CRG): Oversees initiatives supporting financial advisor and client coverage teams, including Wells Fargo Advisors, our digital and contact center teams, and Independent Channels. Digital and Direct Investing (DDI): Delivers innovative, client-centric investing solutions that help individuals build wealth through self-directed, automated, and advisor-supported platforms. Serving a broad spectrum of investors, DDI combines digital capabilities with personalized guidance to expand access to investment advice, deepen client relationships, and create pathways for long-term engagement across Wells Fargo’s wealth management offerings. Shared Services & Branch Support: Maintains the operating rhythm of the branches across the country, and evolve the supporting physical, process, and application infrastructure to facilitate growth. Delivers centralized support for various CRG strategic priorities as well as ongoing operational governance of branch operating model infrastructure. Professional development during the program centers on growing communication and presentation skills, improving product and market knowledge, personal branding and awareness, and completing project team assignments to support strategic initiatives. The analyst program is intended to provide participants with the foundation for ongoing opportunities within their assigned team following successful completion of the two-year program.

Requirements

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

Nice To Haves

Must be currently pursuing a bachelor’s degree in Economics, Finance, Accounting, Financial Planning, or related field with an expected graduation date between December 2026-June 2027.
Excellent verbal, written, and interpersonal communication skills
Proven ability to prioritize work, take personal accountability, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Ability to use critical thinking and basic data analysis to evaluate financial, economic, or investment decisions; shows curiosity, adaptability, and a strong learning mindset.
Demonstrates initiative, delivers high-quality work, and supports product and operational excellence with a strong understanding of business impact
Works effectively in teams, communicates clearly, builds strong relationships, and contributes to an inclusive environment while actively seeking and applying feedback
Demonstrates understanding of business and financial concepts to support investment and product strategies and contribute to client-focused outcomes through coursework, projects, or internships
Demonstrates integrity and sound judgment while identifying and managing risk in academic, professional, or project-based settings
Active participation in extracurricular or enrichment activities, including leadership, volunteer, or student organization experience

Responsibilities

Maintain daily contact with leaders at all levels of the organization including senior management, team members, individual contributors, and vendors.
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.
Provide excellent customer service.