Wells Fargo Wealth & Investment Management Summer Internship – Early Careers 

United States, North Carolina, Charlotte 

500532747

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

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 diverse and rapidly growing workforce.

• Advice & Planning:WIM’s advice framework with tools, technology, and access to advice expertise for advisors and clients, along with family-office and practice-management support.
• 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:Oversees initiatives and support for financial advisor and team-led client coverage, including Wells Fargo Advisors, Wells Fargo Private Bank, and our digital and contact center teams and Independent Channels
• The Private Bank (TPB):Focused on creating a premier experience for high-net-worth and ultra-high-net-worth clients by utilizing the specialists in our Centers of Excellence.
• Other lines of business include - WIM Advisory & Client Experience, Chief Administration Office & Transformation, WIM Control Management, WIM Diverse Client Segments, and WIM Marketing

Summer 2025. 10-weeks (non-rotational), full time schedule.

In this role you will:

• 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.

Ideal candidate for this role must have the following:

• Ability to organize and manage multiple priorities
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Knowledge and understanding of financial services industry

Required Qualifications:

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

ications:

• Currently pursuing a bachelor’s degree with an expected graduation date between December 2025 – June 2026
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Involvement in extracurricular enrichment activities through one or more of the following: volunteerism, student organization involvement, study abroad program(s), leadership position(s), non-profit involvement
• Pursuing a bachelor’s degree in Business, Finance, Economics, Accounting, Marketing, Communications, English, or related field. All majors are welcome.

Job Expectations

• Ability to travel 5% or more of the time

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.

31 Oct 2024