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Finance

2027 Wealth & Investment Management Summer Internship - Early Careers

Wells Fargo

Hours
Full time
Where
CHARLOTTE, NC
Posted
4 days ago

About this role: Wells Fargo is seeking talent to join the 2027 Wealth and Investment Management Summer Internship Program. Learn more about the career areas and lines of business at wellsfargojobs.com

Business Overview

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:

Program Overview

WIM Early Careers seeks to attract, develop, and retain exceptional rising-senior students to Wealth & Investment Management. Our goal is to build bench strength and further strengthen our workforce within WIM.

What you'd do

  • 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.
  • 6+ months of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Must be currently pursuing a bachelor's degree in Finance, Business Administration, Economics, Accounting, Financial Planning or related field with an expected graduation date of December 2027-June 2028
  • Ability to use critical thinking and basic data analysis to evaluate financial, economic, or investment decisions; shows curiosity, adaptability, and a strong learning mindset.
Starts
2026-06-26