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Wealth Management Intern

Company: Wells Fargo Bank
Location: Duluth
Posted on: January 15, 2020

Job Description:

Job Description Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as Personal Cell or Cellular in the contact information of your application. At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. 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, and both individual and institutional retirement. Wealth Management (WM): 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. This Seasonal position will work with Investment Managers. Performs general clerical operations tasks that are routine and/or repetitive in nature. Duties may include: receiving, logging, batching and/or distributing work; filing, photocopying, faxing, taking phone messages, preparing and distributing incoming and/or outgoing mail or boxes; verifying or matching data on documents and/or items; performing simple data entry tasks; compiling simple data and research; performing routine math calculations. May assist in the preparation of client presentation/investment reviews materials to support sales/marketing efforts. Works under close supervision following established procedures. Primary role is to support local Senior Investment Strategist with financial market and investment product research. During the course of the internship will be introduced to the process of developing customized investment portfolios using a globalized four asset class approach. Will be asked to provide technology support for the purpose of producing client marketing and presentation materials. Additional projects should include exposure to both Private Banking and Wealth Brokerage Services. The internship will last for roughly 12 weeks. Required Qualifications 6+ months of experience meeting deadlines in a business or office environment demonstrated through work or military experience Desired Qualifications Ability to navigate multiple computer systems, applications, and utilize search tools to find information Good communication skills Attention to detail and accuracy skills Good verbal, written, and interpersonal communication skills Ability to navigate multiple computer systems, applications, and utilize search tools to find information Good attention to detail and accuracy skills Other Desired Qualifications Enrolled in University of Minnesota Duluth's Financial Markets Program Street Address MN-Duluth: 222 W Superior St - Duluth, MN Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. 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/Gender Identity/Sexual Orientation.

Keywords: Wells Fargo Bank, Duluth , Wealth Management Intern, Executive , Duluth, Minnesota

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