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2022 Wealth & Investment Management Summer Intern Program – Cross-WIM

The WIM Intern Program will be accepting applications through the Wells Fargo Career website on September 17-27, 2021 ONLY. To search and apply for open positions in this program, please go to and click on “Search Jobs," and search by Job ID # 5588260.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
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 WIM serves clients through the following businesses:
  • Wells Fargo Private Bank serves high-net-worth individuals and families.
  • Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
  • Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.
Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.
Program Overview
WIM University Programs seeks to attract, develop, and retain exceptional Junior* undergraduate students to Wealth & Investment Management. Our goal is to build bench-strength as well as increase our commitment to diversity in WIM.
The Wells Fargo Wealth & Investment Management (WIM) Summer Intern Program is ideal for current undergraduates interested in working in a collaborative environment which is focused on personal and professional development.
In the WIM Intern Program, participants will have the opportunity to understand the day-to-day responsibilities of a full-time employee and will gain comprehensive professional and industry experience. Over the course of ten weeks, participants will gain exposure to senior leaders, participate in a community service project, and benefit from coaching and performance feedback sessions. WIM Interns will also participate in a virtual learning series and complete a cross-program group project with fellow interns across Wells Fargo University Programs. The WIM Intern Program is a pipeline program where successful Interns in
Cross-WIM roles (Juniors) may receive an offer to return the following year to join the full-time Wealth & Investment Management Analyst Program.
*The WIM Summer Intern Program offers two role placement opportunities: Cross-WIM roles (Juniors Only) and WIM Financial Advisor (FA) roles (Sophomores and Juniors). This job posting is for the program’s Cross-WIM roles (Juniors Only). (WIM Financial Advisor roles will be posted separately for applicants in November under Job ID: 5588268.)
Cross-WIM Roles (Juniors Only): Approximately 25 intern positions will be available throughout WIM’s
businesses listed below.
In these roles, program participants gain a deeper knowledge of the financial services industry through hands-on experience in the fields of investment management, financial analytics, project management, consulting, and beyond in a “home office” or “middle/back office” environment.
Advice & Planning Center of Excellence: WIM’s advice framework with tools, technology, and access to advice expertise for advisors and clients, along with family-office and practice-management support.
Banking, Lending & Trust (BL&T) Center of Excellence: Unlocks access to WIM products and services based on client needs related to banking, lending, and trust.
Chief Administrative Office & Transformation: Execution, governance, data analytics, and support of cross- WIM programs and initiatives.
Client Relationship Group: Oversees initiatives and support for financial advisor and team-led client coverage, including Wells Fargo Advisors, Wells Fargo Private Bank, and our digital and contact center teams.
Investment Solutions Center of Excellence: WIM’s investment expertise, solutions, and product offerings. Includes Wells Fargo Investment Institute, which creates core investment strategies, investment research, and other forms of intellectual capital to support WIM.
General Responsibilities
  • Interact with leaders at all levels of the organization including senior management, direct team members, individual contributors, and vendors.
  • Provide customer service to clients and internal employees as needed and appropriate.
  • 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.
 Desired Qualifications
  • 1+ month professional experience through internships, part-time, or full-time work
  • Completion of coursework in Business, Economics, Finance, Accounting, Marketing, Communications, English, or related field
  • Experience successfully collaborating with others in a change driven environment
  • Excellent verbal, written, and interpersonal communication skills
  • Leadership experience including coaching, training, and mentoring
  • Ability to organize and manage multiple priorities
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Knowledge and understanding of financial services industry
  • *Prefer an undergraduate degree with a graduation date of December 2022-June 2023
Job Expectations
  • Ability to travel 5% or more of the time
Program Duration
  • Full-time schedule, 10-weeks (non-rotational). Program Dates: June 6, 2022-August 12, 2022.
Program Location
  • The WIM Intern Program offers 25 opportunities across the business in locations aligned to our headquarters locations: Charlotte, NC; Minneapolis, MN; and St. Louis, MO. The position locations are determined by business need, are tied to the business function, and are not flexible. Applicants are encouraged to be open to relocation for the summer, for which a small stipend is provided.
How to Apply
The WIM Intern Program will be accepting applications through the Wells Fargo Career website on September 17-27, 2021 ONLY.
  • To search and apply for open positions in this program, please go to and click on “Search Jobs”.
  • Search by Job ID # 5588260 and follow the instructions to complete your application.
  • After submitting your application, please monitor your e-mail for future communications
  • Once your application is received, Wells Fargo will make initial contact with you via e-mail
  • Please ensure your contact information (e-mail address and phone number) is current in your Wells Fargo Jobs Profile
  • If your contact information has changed, please update prior to applying to this position
  • 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 
  • Due to a high volume of inquiries, please do not contact the hiring manager listed. Any inquiries sent to the hiring manager listed may not receive a response
  • 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 such as Optional Practical Training (OPT). Candidates must be authorized to work in the United States on a permanent basis.
  • All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.