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Wells Fargo Investment Banking Program Associate - Consumer & Retail 
United States, North Carolina, Charlotte 
492221206

Today


In this role, you will:

Help orchestrate capital raising and strategic advisory transactions. Associates assume significant responsibility that includes:

  • Developing and maintaining models to depict projected financial results and to value companies
  • Supporting various financial analyses, including valuations and merger consequences
  • Performing comprehensive and in-depth company and industry research
  • Preparing presentations and other materials for clients
  • Conducting research, participating in strategic planning and assisting in the execution of advisory services
  • Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers
  • Developing and mentoring junior talent
  • Collaborating and consulting with peers, colleagues, and managers to resolve issues and achieve goals
  • Interacting with internal and external customers

Required Qualifications:

  • 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • An MBA or equivalent, with coursework in financial accounting and corporate finance
  • 2+ years of professional experience in investment banking or related industries
  • Ability to work effectively, as well as independently, in a team environment.
  • Ability to work in a fast-paced deadline driven environment.
  • Strong financial modeling skills.
  • Strong organizational, multi-tasking, and prioritizing skills.
  • Excellent verbal, written, and interpersonal communication skills.
  • Strong analytical skills with high attention to detail and accuracy.
  • Professional experience through internships, part-time or full-time work, and/or extracurricularactivities.
  • Dedication to building a career in Investment Banking.
  • Willingness to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results.


Job Expectations:

  • FINRA Series 63, 79, and the Securities Industry Essentials (SIE) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • Ability to travel up to 10% of the time

Additional Compensation Details:

  • Base Salary - $175,000 - $225,000 USD

Posting Location:

  • 500 W 33rd St, New York, NY 10001
  • 550 S Tryon St, Charlotte, NC 28202

This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

​delivers a comprehensive suite of capital markets, banking, and financial products and services. As a trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

Pay Range

$120,400.00 - $287,600.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

11 May 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.