2027 Wealth & Investment Management Analyst Program - Early Careers

Wells Fargo Bank•St Louis, MO

2d•Onsite

About The Position

Wells Fargo is seeking talented individuals to join the 2027 Wealth & Investment Management (WIM) Analyst Program. WIM is one of the United States’ leading providers of financial and investment services, offering a full range of personalized wealth management, investment, and retirement products and services. The WIM Early Careers program aims to attract, develop, and retain exceptional recent college graduates for Wealth & Investment Management, with the goal of building bench strength and strengthening the WIM workforce. The WIM Analyst Program provides 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, participate in deep-dive sessions on key businesses, and 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. Professional development focuses 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 program is designed 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.
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 integrity and sound judgment while identifying and managing risk in academic, professional, or project-based settings

Nice To Haves

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
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.