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Undergraduate Programs: Wealth, Brokerage & Retirement (WBR)

2014 WBR Analyst Program

Wells Fargo is a diverse, vibrant, constantly growing company. Wealth, Brokerage and Retirement (WBR) is one of four main lines of business. With $1.4 trillion in client assets, WBR businesses build enduring client relationships through sound, thoughtful and objective advice. With a broad range of experience, 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) Analyst Program is ideal for recent undergraduates interested in working in a collaborative environment focused on providing exceptional client service. Program participants gain a deeper knowledge of the financial services industry through hands-on experience in one of the lines of business within the division. While working as full time team members, the Program also provides participants with a ten month development experience that supplements their role within WBR. This program includes professional development sessions, exposure to key leaders, group project work, coaching and mentoring. Professional Development during the program includes a Strengths Finder workshop, developing communication and presentation skills, 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. After completion of the 10 month WBR Analyst Program, participants continue in the role into which they were hired. There is an expectation that Analysts will stay in their role for at least two years.

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.

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. Unprecendented 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: Opportunities vary and could include roles in Finance, Marketing, Communication, Cross-Sell, Strategy and Human Resources. Within the Program there is an expanded opportunity for individuals interested in Finance and Accounting. These roles have a rotational aspect through different groups within Finance and Accounting over a two year period.

If you are selected for a first round interview you will receive additional information on the interview format as well as specific job responsibilities 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 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

  • 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

  • Four year undergraduate degree obtained between December 2012 and May 2014
  • 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 August 30, 2013 - September 4, 2013.

  • Search for open positions in this program between August 30 - September 4, 2013 by clicking here and searching by keywords, "WBR Analyst Program". Complete the application process as instructed on the site.

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