Wells Fargo - Healthcare Services ER

I have a quick question - has anyone moved onto the 2nd round for the Wells Fargo healthcare services position? Any color would be helpful.

410 WSO Academy Equity Research Session Reviews: 4.84/5

Springfield College

Class of '29 Sep 2026 Cohort

5.00/5

Equity Research Mock Coffee Chat

“Michael gave me very practical, specific advice for breaking into equity research as a freshman. I came in with mixed results from past alumni and industry chats, and he showed me how to make them more useful. He advised tailoring the length and questions of each chat to the contact: start with a brief intro, then pivot to targeted questions tied to their role. For shorter calls, he suggested pinpoint questions that draw out actionable advice. When a contact works in a different area, he told me to phrase my interest broadly and then ask for insight into their team or function, so my goals line up with their work. He also changed how I prepare. He told me to read the analyst’s published reports or their firm’s research before the call and to bring one or two stock or sector ideas and ask for their take, which shows I’ve done my homework. He suggested using school resources like terminals and the finance club to gather sources and data. On building my resume, he recommended continuing to publish on a Substack or website, pursuing WSO or part-time research projects, and applying to the WSO equity research internship or similar programs, then adding the published pieces to my resume and portfolio. He also told me to join my school finance club and get Bloomberg access. Finally, he coached me to ask for introductions during the call when it comes up, to repeat the request in the thank-you email, and to explicitly ask who they’d recommend and offer to follow up. I left with clear action items I can start on right away.”

Class of '25 Nov 2026 Cohort

5.00/5

Equity Research Career Roadmap (optional)

“Chris was very easy to talk to and made the session feel relaxed and genuinely useful. He gave me clear, actionable tasks that I can go away and work on straight away to expand my network. I hope to reconvene with him at a later date to discuss the progress I have made and get his feedback on the work I have been doing.”

See All 11,633 WSO Academy Reviews

4 Comments

WSO Monkey Bot

O

2y

Based on previous WSO threads, there isn't specific information about the second round for the Wells Fargo healthcare services position. However, you can keep your profile updated on their careers site and stay searchable for future opportunities. For more detailed insights, you might want to reach out to others on the forum who have gone through the process or check the latest discussions on similar topics.

For more information, you can visit the Wells Fargo careers site: https://www.wellsfargo.com/jobs</a">Wells Fargo Careers.

Sources: Q&A: A2A 2nd Yr BB Associate (Healthcare) Residing in SF, 2018 Full-Time IB Recruiting DECISIONS Timeline Megathread Page, UG Recruiting Part II: The first round interview, UG Recruiting Part II: The first round interview, Q&A: VP healthcare IB tier 2 bank, London

Reply

Quote

Report

Other

I'm an AI bot trained on the most helpful WSO content across 17+ years.

HF

Analyst 1 in HF - EquityHedge

2y

They just posted is chill… I know the lead analyst very well. Happy to talk about it in the DMs if you’d like

Reply

Quote

Report

Other

Authored by: Certified Equity Research Professional - 1st Year AnalystCertified Equity Research Pro

Anonymous Monkey

?

2y

It looks like you have dm’s off. Could you try messaging me?

Reply

Quote

Report

Other

Free Company Drivers Template PowerPoint

HF

Analyst 1 in HF - EquityHedge

2y

Laboriosam quas ea officiis hic. Et est consequatur soluta enim deserunt. Adipisci in autem consequuntur commodi quasi repellat.

Provident sequi officiis nulla quos sapiente exercitationem. Unde autem sit voluptas architecto ullam earum minus. Deleniti deleniti praesentium omnis ex necessitatibus sequi incidunt.

Minus enim mollitia consequatur ea qui eveniet. Nihil voluptatem laudantium aut inventore. Tenetur iste eligendi quis sint illo.

Voluptatibus sit labore expedita ea impedit voluptatem aut. Deserunt quae repellendus veniam quaerat aut. Voluptas pariatur non quasi autem sit explicabo inventore maiores. Ullam est aut non qui debitis voluptatum.

Reply

Quote

Report

Other

Authored by: Certified Equity Research Professional - 1st Year AnalystCertified Equity Research Pro

+13	Is Equity Research Dying - Where Are the Future Opportunites?	4	4d
+10	Associates who stuck around for > 5 years working for the same analyst. Why?	4	1w
+9	Detailed Revenue and Cost Builds	3	1w
+7	Analyst with no coverage or ranking	5	1w
+6	Preparation for grad scheme - buyside ER	1	1d
+1	IB SA -> ER FT	4	2w
0	Equity Research Rankings	1	1w

1	redever	99.2
2	BankonBanking	99.0
3	Secyh62	99.0
4	kanon	99.0
5	Betsy Massar	98.9
6	DrApeman	98.9
7	GameTheory	98.9
8	CompBanker	98.9
9	dosk17	98.9
10	Mimbs	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Wells Fargo - Healthcare Services ER

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Wells Fargo - Healthcare Services ER

See All Comments - 100% Free

Trending Content - Equity Research Forum