2027 Wealth & Investment Management Summer Internship - Early Careers

Wells Fargo•St. Louis, MO

1d•Onsite

About The Position

Wells Fargo is seeking talent to join the 2027 Wealth and Investment Management Summer Internship 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 rising-senior students to Wealth & Investment Management. Our goal is to build bench strength and further strengthen our workforce within WIM. #earlycareers 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 dynamic 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. 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: The Client Relationship Group (CRG) partners with branch and advisor channels to drive client retention, growth, and efficient servicing. The group enables success at scale by providing field leadership, sales support, recruiting, platform enablement, and supervisory coordination to help advisors and teams effectively acquire, onboard, serve, and retain clients. Other WIM lines of business include – AI & Data Management, Digital & Direct Investing, and Shared Services and Branch Support. 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 2027. 10-weeks, full-time schedule. Program Locations: The WIM Intern Program offers multiple opportunities across the business in locations aligned to our headquarters locations: Charlotte, NC and 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.

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 Finance, Business Administration, Economics, Accounting, Financial Planning or related field with an expected graduation date of December 2027-June 2028
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

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.