2027 Wealth & Investment Management Analyst Program

About this role

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 (WIM) is one of the leading providers of financial and investment services in the United States. WIM offers 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 for Wealth & Investment Management. Our goal is to build bench strength and further strengthen our workforce within WIM.

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 branches across the country and evolves 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.

In this role you will

• 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.

Required Qualifications, US

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

Desired Qualifications

• 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 and 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

Job Expectations

• Ability to travel 5% or more of the time

Program Details

Program Duration: Two years, full-time, non-rotational. Start date: August 2027.

Program Locations: The WIM Analyst Program offers multiple opportunities across the WIM business in locations aligned to one hub location: St. Louis, MO. The position locations are determined by business need, are tied to the business function, and are not flexible.

Final placement depends on business needs and function, and applicants should be open to relocation, for which a small stipend is provided.

Visa Sponsorship

Wells Fargo only considers candidates who are presently authorized to work for any employer in the United States and who do 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.

FINRA/Associated Person (AP)

This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

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.

Wells Fargo is an equal opportunity employer. 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.