Wealth, Brokerage & Retirement Undergraduate Program & Internship

What is Wealth, Brokerage & Retirement?

Wells Fargo is a diverse, vibrant, constantly growing company. Wealth, Brokerage, and Retirement (WBR) is one of the nation’s leading providers of financial and investment services. WBR provides a full range of products and services to meet clients’ unique needs and help them achieve financial peace of mind. WBR administers $1.6 trillion in client assets, including $165 billion in deposits, and has $55 billion in loans.

WBR Early Talent seeks to attract, develop and retain exceptional recent college graduates into Wealth Brokerage and Retirement.  Our goal is to build bench-strength and increase our commitment to diversity in WBR.

Wealth, Brokerage & Retirement Analyst Program

Program description

The Wells Fargo Wealth, Brokerage and Retirement (WBR) Analyst Program is ideal for recent undergraduates interested in working in a collaborative environment focused on providing exceptional client service. As a WBR analyst you will:

  • Gain a deeper knowledge of the financial services industry through hands-on experience in one of the lines of business within the division. Lines of business include Wealth Management, Abbot Downing, Wells Fargo Advisors, Retirement and WBR staff roles.
  • Participate in a 10 month professional development experience that supplements your full-time role within WBR. It includes a Strength Finder workshop, communication and presentation skill development, business writing, product and market educational sessions and project team assignments to support strategic initiatives that will be presented to the WBR Operating Committee at the end of the program.
  • Get exposure to key leaders, group project work, professional development sessions, coaching and mentoring.

When to apply

This program will be accepting applications through the Wells Fargo Career site in late December/early January.  Search for open positions in this program beginning in mid-to-late August using keywords, "WBR Analyst Program".

Opportunities

The program offers a wide variety of opportunities within our lines of business, with locations centered in Charlotte, St. Louis, Minneapolis and other areas of the country. Position location is determined by business need, is tied to the business function, and is not flexible. Applicants are encouraged to be open to relocation, for which a small stipend is provided.

General Responsibilities

  • Maintain daily contact with leaders at all levels of the organization including senior management, team members, individual contributors and vendors.
  • Provide customer service to clients and internal team members as necessary.
  • Understand processes and work flows 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.

Minimum Qualifications

Successful candidates must demonstrate academic aptitude, distinguished written and verbal communication and presentation skills, exceptional analytical and critical thinking skills, and proven ability to take on significant responsibility. Additionally, we prefer:

  • 3+ months professional experience through internships, part-time, or full-time work, and/or demonstrated leadership experience in a community setting.
  • Demonstrated ability to effectively organize tasks, manage time, set priorities and deadlines.
  • Intermediate PC and Microsoft Office applications experience (Word, Excel, PowerPoint, Email Systems).
  • Demonstrated experience successfully collaborating with others in a change driven environment.

Preferred Qualifications

  • Four year undergraduate degree obtained between December 2013 and May 2015.
  • Proven completion of coursework in business, economics, finance and accounting, marketing, communications, English or related fields.
  • Ability and availability to travel based on business needs.
  • Relevant exposure to the financial services industry.

Preferred Qualifications for Finance and Accounting Roles:

  • Four year undergraduate degree in Accounting, Finance or related qualitative-related field obtained between December 2013 and May 2015.
  • Professional experience through internships, part-time, or full-time work in Public Accounting, Corporate Accounting or Financial Planning & Analysis (FP&A).

Note

There is an expectation that Analysts will stay in their role for at least two years.

Wealth, Brokerage & Retirement Internship Program

Program description

The Wells Fargo Wealth, Brokerage and Retirement (WBR) Internship Program is ideal for current undergraduates interested in working in a collaborative environment which is focused on providing exceptional client service.  Over the course of 10 weeks you will:

  • Gain a deeper knowledge of the financial services industry through hands-on experience in one of the lines of business within the division. Lines of business include Wealth Management, Abbot Downing, Wells Fargo Advisors, Retirement and WBR staff roles.
  • Complete a group project, gain exposure to senior leaders, and benefit from coaching and performance feedback sessions.
  • Understand the day-to-day responsibilities of a full-time team member, and gain comprehensive professional and industry experience.
  • Participate in the Wells Fargo Corporate Internship virtual learning series and Community Service project.

When to apply

This program will be accepting applications through the Wells Fargo Career site in late December/early January. To search and apply for open positions in this program, search by keywords, “WBR Intern Program” and follow the instructions to complete your application.

Opportunities

The program offers a wide variety of opportunities within our lines of business, with locations centered in Charlotte, St. Louis, Minneapolis and other areas of the country. Position location is determined by business need, tied to the business function, and is not flexible. Applicants are encouraged to be open to relocation for the summer, for which a small stipend is provided.

General Responsibilities

  • Maintain daily contact with leaders at all levels of the organization including senior management, team members, individual contributors and vendors.
  • Provide customer service to clients and internal team members as necessary.
  • Understand processes and work flows 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.

Minimum Qualifications

Successful candidates must demonstrate academic aptitude, distinguished written and verbal communication and presentation skills, exceptional analytical and critical thinking skills, and proven ability to take on significant responsibility. Additionally, we prefer:

  • 1-3+ months professional experience through internships, part-time, or full-time work, and/or demonstrated leadership experience in a community setting.
  • Demonstrated ability to effectively organize tasks, manage time, set priorities and deadlines.
  • Intermediate PC and Microsoft Office applications experience (Word, Excel, PowerPoint, Email Systems).
  • Demonstrated experience successfully collaborating with others in a change-driven environment. 

Preferred Qualifications

  • Prefer an undergraduate degree with a graduation date of December 2015 – May 2017.
  • Proven completion of coursework in Business, Economics, Finance, Accounting, Marketing, Communications, English or related field.
  • Ability and availability to travel based on business needs.
  • Relevant exposure to the financial services industry.

Wealth Management
Wealth Management business is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and the Community Bank. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth.

Abbot Downing
Abbot Downing is a boutique business within Wells Fargo that serves individuals and families with investable assets of at least $50 million or net worth of $100 million, as well as their endowments and foundations. Abbot Downing strives to build long-standing relationships by helping clients preserve and grow wealth, address the impact of wealth across generations and leave a legacy of purpose.

Wells Fargo Advisors
Wells Fargo Advisors operates the nation’s third-largest brokerage business with 15,134 Financial Advisors and 3,352 licensed bankers in retail stores across the U.S. Wells Fargo Advisors administers $1.2 trillion in client assets.  Unprecedented choice and flexibility for Financial Advisors and their clients is provided through distinct business channels supported by established products, services and technology. 

Retirement
Wells Fargo Retirement is a top retirement provider to retail and institutional customers across the U.S. Wells Fargo ranks second in annuity distribution, sixth in IRA assets and eighth in retirement recordkeeping. The company also administers custody assets, provides investments and executive benefits to institutional clients and delivers reinsurance services to global insurance companies.

WBR Staff Roles
Opportunities vary and could include roles in Finance and Accounting, Marketing, Communication, Cross-Sell, Strategy and Human Resources.