Job Description
About This Role:
Wells Fargo is seeking talent to join the 2026 CIB Associate Program for Investment Banking. Learn more about the career areas and lines of business at wellsfargojobs.com
Investment Banking Overview
The Investment Banking ("IB") group, which is organized by industry or product, is dedicated to understanding the unique competitive and operating environments of our clients. The group combines strong relationships and industry knowledge with superior capital markets and advisory capabilities that includes debt and equity underwriting, mergers and acquisitions, and loan syndications. The team maintains active relationships with a broad universe of middle market, large corporate, financial sponsor and institutional clients, and is highly experienced in delivering exceptional execution.
Investment Banking Industry Coverage Teams
Provides a full range of investment banking and advisory services to clients in the following industries:
• Consumer & Retail
• Financial Institutions Group
• Energy & Power
• Healthcare
• Industrials
• Real Estate, Gaming, Lodging and Leisure (REGAL)
• Regional Investment Banking
• Technology, Media & Telecommunications
• Financial Sponsors Group
Investment Banking Product Teams
Provides a full range of execution capabilities and services to clients in the following products:
• Leveraged Finance
• Mergers and Acquisitions
WHAT THE PROGRAM OFFERS
The Investment Banking Associate Program provides associates with a comprehensive eight-week training program in Charlotte before beginning work with their business unit. The training combines all the associates from various lines of business and includes classroom instruction in financial accounting, credit analysis, products, structuring, corporate valuation and financial modeling, as well as preparation for the Securities Industry Essential (SIE), the Series 7+ Top Off and the Series 63 license exams. Wells Fargo professionals and consultants with special expertise in their fields equip associates with the skills, knowledge and tools to make an immediate contribution to their team. Associates will also receive on-the-job coaching, mentoring, and feedback throughout their tenure.
As Active Team Members In a Focused Industry Or Product Group, Associates Help Orchestrate Capital Raising And Strategic Advisory Transactions. Associates Assume Significant Responsibility That May Include:
• Developing and maintaining models to depict projected financial results and to value companies
• Supporting various financial analyses, including valuations and merger consequences
• Performing comprehensive and in-depth company and industry research
• Preparing presentations and other materials for clients
• Conducting research, participating in strategic planning and assisting in the execution of advisory services
• Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers
• Developing and mentoring junior talent
In this role, you will:
• Participate in analyzing companies and client investments
• Make recommendations to clients on investments
• Identify opportunities for process improvements within Investment Banking Program
• Review and analyze market data, valuation analyses, models, and presentations that require research, evaluation, selection of alternatives, and exercise independent judgment to guide medium risk deliverables
• Present recommendations for resolving business challenges and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal and external customers
Ideal Candidate For This Role:
• 3+ years of professional experience through internships, part-time, or full-time work
• Ability to take on a high level of responsibility, initiative, and accountability
• Strong analytical skills with high attention to detail and accuracy
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Energetic self-starter who proactively takes initiative, remains curious and has a genuine interest in learning and growth
Required Qualifications:
• 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Required Qualifications for Europe, Middle East & Africa only:
• Experience in Investment Banking Program, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
DESIRED QUALIFICATIONS:
• A Masters of Business Administration (MBA) with an expected graduation date of December 2026 -June 2026
• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively, as well as independently, in a collaborative, change driven environment
• Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Involvement in extracurricular enrichment activities through one or more of the following: volunteerism, student organization involvement, study abroad program(s), leadership position(s), non-profit involvement
JOB EXPECTATIONS:
• Registration for FINRA Series 63 (or 66) must be completed within +0 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for FINRA Series 7+ must be completed within +0 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for Securities Industry Essentials (SIE) exam must be completed within +0 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Program Locations: Associate opportunities are available in Charlotte and New York, with limited opportunities in Houston, Chicago, and Washington, D.C.
Pay Range:
NC (Charlotte): $175,000 Yearly
NY (New York City): $175,000 Yearly
TX (Houston): $175,000 Yearly
IL (Chicago): $175,000 Yearly
Washington, D.C.: $175,000 Yearly
This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1+34 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
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. After submitting your application, please monitor your e-mail for future communications.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, ****** orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, ****** orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants With Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and ******* Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and ******* Policy to learn more.
Wells Fargo Recruitment And Hiring Requirements:
• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
#earlycareers
Posting End Date:
17 Nov 2026
• Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, ****** orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, ****** orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Wells Fargo Recruitment And Hiring Requirements:
• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Reference Number:
R-385247-4
Report this listing
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Financial Advisor - First State Bank
Jobs via eFinancialCareers • Athens, GA, United States • via LinkedIn
15 hours ago
Full–time
No Degree Mentioned
Apply on LinkedIn
Job description
Your career path should lead to real opportunity
LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at First State Bank in Athens, TX would allow you to join the Investment Program at First State Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at First State Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to First State Bank for financial solutions. This position will offer:
The ability to service an existing book of business upon hire The ability to build a strong client base with the Bank's exceptional referral system Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank's client base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the bank's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience
Apply online at:
By submitting an application, you are not applying for employment with LPL Financial. Employment is with First State Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
• REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First State Bank.
Tracking # 1-05XXXXXX
Pay Range:60000 - 70000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
Wells Fargo is seeking talent to join the 2026 CIB Associate Program for Investment Banking. Learn more about the career areas and lines of business at wellsfargojobs.com
Investment Banking Overview
The Investment Banking ("IB") group, which is organized by industry or product, is dedicated to understanding the unique competitive and operating environments of our clients. The group combines strong relationships and industry knowledge with superior capital markets and advisory capabilities that includes debt and equity underwriting, mergers and acquisitions, and loan syndications. The team maintains active relationships with a broad universe of middle market, large corporate, financial sponsor and institutional clients, and is highly experienced in delivering exceptional execution.
Investment Banking Industry Coverage Teams
Provides a full range of investment banking and advisory services to clients in the following industries:
• Consumer & Retail
• Financial Institutions Group
• Energy & Power
• Healthcare
• Industrials
• Real Estate, Gaming, Lodging and Leisure (REGAL)
• Regional Investment Banking
• Technology, Media & Telecommunications
• Financial Sponsors Group
Investment Banking Product Teams
Provides a full range of execution capabilities and services to clients in the following products:
• Leveraged Finance
• Mergers and Acquisitions
WHAT THE PROGRAM OFFERS
The Investment Banking Associate Program provides associates with a comprehensive eight-week training program in Charlotte before beginning work with their business unit. The training combines all the associates from various lines of business and includes classroom instruction in financial accounting, credit analysis, products, structuring, corporate valuation and financial modeling, as well as preparation for the Securities Industry Essential (SIE), the Series 7+ Top Off and the Series 63 license exams. Wells Fargo professionals and consultants with special expertise in their fields equip associates with the skills, knowledge and tools to make an immediate contribution to their team. Associates will also receive on-the-job coaching, mentoring, and feedback throughout their tenure.
As Active Team Members In a Focused Industry Or Product Group, Associates Help Orchestrate Capital Raising And Strategic Advisory Transactions. Associates Assume Significant Responsibility That May Include:
• Developing and maintaining models to depict projected financial results and to value companies
• Supporting various financial analyses, including valuations and merger consequences
• Performing comprehensive and in-depth company and industry research
• Preparing presentations and other materials for clients
• Conducting research, participating in strategic planning and assisting in the execution of advisory services
• Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers
• Developing and mentoring junior talent
In this role, you will:
• Participate in analyzing companies and client investments
• Make recommendations to clients on investments
• Identify opportunities for process improvements within Investment Banking Program
• Review and analyze market data, valuation analyses, models, and presentations that require research, evaluation, selection of alternatives, and exercise independent judgment to guide medium risk deliverables
• Present recommendations for resolving business challenges and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal and external customers
Ideal Candidate For This Role:
• 3+ years of professional experience through internships, part-time, or full-time work
• Ability to take on a high level of responsibility, initiative, and accountability
• Strong analytical skills with high attention to detail and accuracy
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Energetic self-starter who proactively takes initiative, remains curious and has a genuine interest in learning and growth
Required Qualifications:
• 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Required Qualifications for Europe, Middle East & Africa only:
• Experience in Investment Banking Program, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
DESIRED QUALIFICATIONS:
• A Masters of Business Administration (MBA) with an expected graduation date of December 2026 -June 2026
• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively, as well as independently, in a collaborative, change driven environment
• Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Involvement in extracurricular enrichment activities through one or more of the following: volunteerism, student organization involvement, study abroad program(s), leadership position(s), non-profit involvement
JOB EXPECTATIONS:
• Registration for FINRA Series 63 (or 66) must be completed within +0 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for FINRA Series 7+ must be completed within +0 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for Securities Industry Essentials (SIE) exam must be completed within +0 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Program Locations: Associate opportunities are available in Charlotte and New York, with limited opportunities in Houston, Chicago, and Washington, D.C.
Pay Range:
NC (Charlotte): $175,000 Yearly
NY (New York City): $175,000 Yearly
TX (Houston): $175,000 Yearly
IL (Chicago): $175,000 Yearly
Washington, D.C.: $175,000 Yearly
This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1+34 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
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. After submitting your application, please monitor your e-mail for future communications.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, ****** orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, ****** orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants With Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and ******* Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and ******* Policy to learn more.
Wells Fargo Recruitment And Hiring Requirements:
• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
#earlycareers
Posting End Date:
17 Nov 2026
• Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, ****** orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, ****** orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Wells Fargo Recruitment And Hiring Requirements:
• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Reference Number:
R-385247-4
Report this listing
Wells Fargo
AmbitionBox
4/5
5.7K reviews
Glassdoor
3.6/5
53.1K reviews
Indeed
3.7/5
46.7K reviews
wellsfargo.com
More jobs at Wells Fargo
See web results for Wells Fargo
Jobs via eFinancialCareers
Financial Advisor - First State Bank
Jobs via eFinancialCareers • Athens, GA, United States • via LinkedIn
15 hours ago
Full–time
No Degree Mentioned
Apply on LinkedIn
Job description
Your career path should lead to real opportunity
LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at First State Bank in Athens, TX would allow you to join the Investment Program at First State Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at First State Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to First State Bank for financial solutions. This position will offer:
The ability to service an existing book of business upon hire The ability to build a strong client base with the Bank's exceptional referral system Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank's client base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the bank's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience
Apply online at:
By submitting an application, you are not applying for employment with LPL Financial. Employment is with First State Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
• REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First State Bank.
Tracking # 1-05XXXXXX
Pay Range:60000 - 70000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
💡 Quick Summary
Seeking a career-building opportunity? The Financial Advisor | First State Bank position is now open for candidates interested in the Bank Jobs sector. This role in Athens offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
