Wealth & Investment Management Summer Internship null

Your Role

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. Their mission is to help clients pursue their financial goals with confidence. They 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:

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.

• 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. Their 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 their 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 their 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.

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.

Program Locations:

The WIM Intern Program offers multiple opportunities across the business in locations aligned to their headquarters locations: Charlotte, NC; Minneapolis, MN; 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.

Program duration: Summer 2025, 10-weeks (non-rotational), full-time schedule

About You

Required Qualifications:

• 6+ months of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will 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.

Desired Qualifications:

• 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.

Ideal candidates 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

Job Expectation:

• Ability to travel 5% or more of the time

Benefits

If you join as a full-time employee, you will have access to the following:

• Medical, dental, and vision benefits
• Well-being support tools and resources
• Parental and critical caregiving leaves
• Competitive paid time off
• 401(k) Plan
• Discounts & savings
• Commuter benefits
• Education benefits
• Adoption and surrogacy reimbursement
• Relocation stipend
• Diverse and inclusive culture

Training & Development

WIM Early Careers seeks to attract, develop, and retain exceptional junior undergraduate students to Wealth & Investment Management. Their goal is to build bench-strength as well as increase their commitment to diversity in WIM. 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: They 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.

Career Progression

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. If there is a vacant position and you excel in your internship, you may get offered a full-time position at the company upon graduation. You may also apply for their Graduate Programs that are designed for new graduates who are looking to join Wells Fargo for an early career opportunity.

Sources

The following sources were used in researching this page:

• wellsfargojobs.com/en/jobs/
• wellsfargojobs.com/en/life-at-wells-fargo/benefits/
• glassdoor.com/Reviews/Wells-Fargo-Intern-Reviews-EI_IE8876.0,11_KO12,18_IP23.htm?filter.jobTitleFTS=Intern&filter.iso3Language=eng
• wellsfargojobs.com/en/early-careers/
• youtube.com/@wellsfargo