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Undergraduate Internships: Wealth, Brokerage & Retirement (WBR)

2014 WBR Internship Program

Wells Fargo is a diverse, vibrant, constantly growing company. Wealth, Brokerage and Retirement (WBR) is one of the company's four main divisions. With $1.4 trillion in client assets, WBR businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Program Overview

WBR Early Talent seeks to attract, develop and retain exceptional recent college and MBA graduates into Wealth Brokerage and Retirement. Our goal is to build bench strength as well as increase generational, ethnic and gender diversity in WBR.

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. Program participants gain a deeper knowledge of the financial services industry through hands-on experience in the fields of investment management, financial analytics, marketing, consulting, and beyond.

In the WBR Internship Program, participants will have the opportunity to understand the day-to-day responsibilities of a full-time team member, and will gain comprehensive professional and industry experience. Over the course of ten weeks, participants will also complete a group project, gain exposure to senior leaders, and benefit from coaching and performance feedback sessions. WBR Interns will also participate in the Wells Fargo Corporate Internship virtual learning series.

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 which a small stipend is provided.

Business Overview

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, fifth in IRA assets and sixth 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: Staff positions support the day-to-day operations of the entire organization including Marketing, Communications, Strategy, Human Resources, and Finance.

Candidates selected for a first round interview will receive additional information on the interview format as well as specific job descriptions for available positions a few days before the interview.

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 and make recommendations for process improvements
  • Bring closure to issues, questions and requests and 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
  • Participate in or lead projects or support activities, which are moderate in size and organization span
Minimum Qualifications
  • 1-3+ months professional experience through internships, part-time, or full-time work, and/or demonstrated leadership experience in a community setting
  • Proven experience in competent written and oral communication
  • 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 2014 - May 2016
  • Proven completion of coursework in Business, Economics, Finance, Marketing, Communications, English or related field
  • Ability and availability to travel based on business needs
  • Relevant exposure to the financial services industry
How to Apply
This program will be accepting applications through the Wells Fargo Career site from January 7-12, 2014.

  • To search and apply for open positions in this program, please click here search by keywords, “WBR Intern Program” and follow the instructions to complete your application.

Please note: Wells Fargo will not sponsor visas for these positions, and will not hire individuals whose work eligibility is based on their F-1 or other student visa status. Candidates must be authorized to work in the United States on a permanent basis.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran.
EEO is the Law