What to Expect
The program begins with six weeks of comprehensive training covering financial accounting, credit analysis, valuation, and modelling. You will also prepare for Series 63, 79, and SIE license exams.
Following training, you will step directly into live deal execution and client advisory work, with responsibility for deliverables and workstreams across transactions and strategic client engagements. Your responsibilities may include:
- Building valuation models and supporting transaction execution
- Leading workstreams and driving completion of key deliverables
- Conducting company and industry research to inform client advice and transaction strategy
- Preparing and reviewing client materials and pitch presentations
- Participating in diligence sessions, client meetings, and internal discussions
- Coordinating with senior bankers, analysts, and partners across sectors and geographies
- Supporting the development of junior team members
Throughout the program, you will receive coaching, mentorship, and ongoing feedback while building the capabilities required to progress within investment banking.
Is This Program Right for You?
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
Required Qualifications
- 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
Desired Qualifications
- MBA with an expected graduation date of December 2026 to June 2027
- Strong verbal and written communication skills
- Ability to operate effectively both independently and in teams
- Advanced Microsoft Office (Excel, PowerPoint, Word) skills
- Track record of leadership or involvement in professional or academic initiatives
Licensing Requirements
- FINRA registration for SIE, Series 63 (or 66), and Series 79 must be completed within 90 days of hire if not already held. Recognized equivalents will be accepted.
Program Locations
Positions are available in San Francisco and Los Angeles.
Pay Range
CA (San Francisco, Los Angeles): $175,000 Yearly
$150,000.00 - $250,000.00
FINRA/Associated Person (AP)
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
OCC Consent
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Life insurance, critical illness insurance, and accident insurance
- Critical caregiving leave
- Scholarships for dependent children
Posting End Date
31 Jan 2027*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
