Wealth & Investment Management Analyst Program – Early Careers

Wells Fargo

. Gain hands-on experience in non-client roles within a Wealth & Investment Management division .

Posted 10/2/2026full-timeUnited StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical and financial skills, with the ability to engage in investment management and project management within Wealth & Investment Management. Excels in communication and relationship-building, while maintaining integrity and sound judgment in a dynamic environment.

Highest-signal resume keywords

Investment ManagementFinancial AnalysisProject ManagementVerbal And Written CommunicationTeam Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisData AnalysisProject ManagementInvestment ManagementBusiness Concepts Understanding

Soft Skills

Interpersonal CommunicationCritical ThinkingInitiativeAccountabilityRelationship Building

Certifications & Qualifications

FINRA Background Check

Industry Keywords

Wealth ManagementInvestment ManagementFinancial PlanningEconomicsAccounting

About the role

Key responsibilities & impact

Gain hands-on experience in non-client roles within a Wealth & Investment Management division
Participate in deep-dive sessions on key businesses
Engage in strategic projects, mentorship, and coaching
Gain exposure to senior leaders
Perform investment management, financial analyses, project management, and consulting in home-office or middle/back-office environments
Maintain daily contact with leaders, senior management, team members, individual contributors, and vendors
Understand processes and workflows and recommend process improvements
Resolve issues, questions, and requests independently
Explain business needs and possible solutions through clear verbal and written communications
Learn new systems, applications, processes, and techniques
Lead or participate in moderately sized projects or support activities
Provide excellent customer service
Complete project team assignments supporting strategic initiatives
Continue in opportunities within the assigned team after successful completion of the two-year program

Requirements

What you’ll need

6+ months of work experience, or equivalent demonstrated through work experience, training, military experience, or education
Currently pursuing a bachelor’s degree in Economics, Finance, Accounting, Financial Planning, or related field
Expected graduation date between December 2026 and June 2027
Excellent verbal, written, and interpersonal communication skills
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
Understanding of business and financial concepts through coursework, projects, or internships
Ability to work effectively in teams and build strong relationships
Demonstrated initiative and ability to deliver high-quality work
Integrity and sound judgment while identifying and managing risk
Active participation in extracurricular or enrichment activities
Ability to travel 5% or more of the time
Presently authorized to work for any employer in the United States without requiring current or future Wells Fargo visa sponsorship
Must successfully complete and pass a FINRA background check prior to hire
Must meet ongoing FINRA regulatory obligations, including periodic screening and mandatory reporting

Benefits

Comp & perks

Two-year, full-time, non-rotational analyst program
Personal and professional development
Deep-dive sessions on key businesses
Strategic projects, mentorship, and coaching
Exposure to senior leaders
Professional development focused on communication and presentation skills, product and market knowledge, personal branding and awareness
Small relocation stipend
Equal opportunity employment
Medical accommodation support during the application or interview process