2027 Wealth & Investment Management Analyst Program - Early Careers
Wells Fargo · United States · 9d ago
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, 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
WIM Early Careers seeks to attract, develop, and retain exceptional recent college graduates to Wealth & Investment Management. Our goal is to build bench strength and further strengthen our workforce within WIM. #earlycareers
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 the branches across the country, and evolve 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-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 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.
Posting End Date:
6 Oct 2026*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
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.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.