Wells Fargo
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www.wellsfargo.com San Francisco, CA 5000+ Employees

Wells Fargo Financial Analyst Interview Questions & Reviews

Updated Jul 5, 2014
All Interviews Received Offers

Getting the Interview 

49%
34%
7%

Interview Experience 

68%
19%
11%

Interview Difficulty 

Average Difficulty
77 candidate interviews Back to all interview questions
Relevance Date Difficulty
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No Offer

Neutral Experience

Financial Analyst Commercial Banking Internship Interview

Financial Analyst Commercial Banking Internship

Interviewed at Wells Fargo

Interview Details – Had one interview at my university and the other in chicago with a dinner the night before

Interview Question – If you were going to give a company a loan which statement is most important to look at and what other things (other than statements) would you consider?   Answer Question

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No Offer

Neutral Experience

Average Interview

Summer Financial Analyst Internship Interview Interview

Summer Financial Analyst Internship Interview

I applied online and the process took 2 months - interviewed at Wells Fargo.

Interview Details – Two phone interviews and then in office interview

Interview Question – Take me through a cash flow statement and its different parts   Answer Question

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1 person found this helpful

Accepted Offer

Positive Experience

Average Interview

Financial Analyst Program Interview

Financial Analyst Program

I applied online and the process took 4+ weeks - interviewed at Wells Fargo in November 2013.

Interview Details – I applied online and got an email on a Wednesday to schedule a phone interview. Phone interview was Friday and I was asked to come in Monday. The interview was with four people (two at a time). They asked a lot of questions about my resume, one behavioural question, and accounting related questions. They were in the beginning stages so said don't expect to hear back for a couple weeks.

Got an email and was asked to come into a different office and interview there. I interviewed one on one with four people. The interview was just conversation making sure I was a good fit. I was offered the interview the next day.

Interview Question – Walk me through the financial statements.   View Answer

Negotiation Details – Non-negotiable. The offer was better than I expected (Benefits, Bonuses etc) and I was happy to accept .

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1 person found this helpful

No Offer

Neutral Experience

Financial Analyst Interview

Financial Analyst

I applied through college or university and interviewed at Wells Fargo.

Interview Details – Contacted via campus recruiting website. Questions all set based off a packet, mainly behavioral but definitely review accounting concepts beforehand. Nothing too specific, just general concepts. Explained the position afterwards very well with me.

Interview Question – Please explain how the three financial statements affect each other.   Answer Question

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1 person found this helpful

No Offer

Positive Experience

Average Interview

Financial Analyst Interview

Financial Analyst
Houston, TX

I interviewed at Wells Fargo in January 2014.

Interview Details – I applied online via the company job search agent. I was contacted by email about a month later to schedule an initial 30 minute phone interview with the human resources representative. A few days later, I had my phone interview and it was pretty standard. She asked me to point out anything important on my resume and then followed up with several standard behavior questions.

Interview Question – The interviewer asked me to explain the three financial statements I would use to evaluate a business before approving them for a loan, and how the statements relate to each other. I had not taken accounting for several years and was unprepared to adequately answer the question.   Answer Question

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No Offer

Positive Experience

Average Interview

Summer Financial Analyst Interview

Summer Financial Analyst

I applied online and interviewed at Wells Fargo.

Interview Details – Applied on career website in November. Was notified of first round phone interview early January. Had information session then 1st round on phone. Interviewer was very supportive. Interview is transcribed and sent to superiors for analysis and decision making. Interviewer can merely recommend you (no decisions made by interviewer). Expect about 5 questions mostly behavioral

Interview Question – Explain how do the three financial statements tie together   View Answer

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1 person found this helpful

Accepted Offer

Positive Experience

Average Interview

WELLS FARGO FINANCIAL ANALYST PROGRAM Interview

WELLS FARGO FINANCIAL ANALYST PROGRAM

I applied online and the process took 6+ weeks - interviewed at Wells Fargo.

Interview Details – Applied for the position online and heard from a recruiter from the wholesale banking office in San Francisco after about 2 weeks. She scheduled me for a phone interview the next week and asked me some technical questions during the 30 minute phone interview. What are the three financial statements? Which one do you think is the best and why? How do all three tie into each other? Tell me about a time you had difficulty with something and what you did to overcome it. I heard from someone about 3 weeks later. THis person was from the actual office that needed the analyst. He scheduled me to come in for multiple interviews with people on the team. I also had to complete a writing assessment that had me review Home Depot to see if they were a good company to lend to. Did not have to look at financial statements but I did anyways to build a better case for my argument. Had about 7 interviews the day of each lasting about 15-30 minutes. These interviews were more like a fit check. Each interviewer asked me to tell them about myself and why I would make a good candidate for the position. Only 2 of them asked me some relatively easy technical questions like "tell me about EBITDA and why it might be important from a lending perspective." and "how do you calculate enterprise value?" After that, I heard back from them within a week to come back and interview with a couple more people. Got an offer within a couple days of the last interviews and accepted.

Interview Question – How do all three financial statements tie into each other?   Answer Question

Negotiation Details – No negotiation. They said it was a standard offer and it was within the range I was looking for.

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No Offer

Neutral Experience

Financial Analyst Interview

Financial Analyst

Interviewed at Wells Fargo

Interview Details – One 30 minute interview

Interview Question – How many ping pong balls fit in a Boeing 747?   Answer Question

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Declined Offer

Positive Experience

Difficult Interview

Financial Analyst Interview

Financial Analyst

I applied through college or university and the process took 3 weeks - interviewed at Wells Fargo.

Interview Details – Was very technical. Nothing unexpected though, very fair.

Interview Question – How do you derive a long-term interest rate   Answer Question

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Accepted Offer

Neutral Experience

Easy Interview

Financial Analyst Interview

Financial Analyst
San Francisco, CA

I applied through college or university and the process took 2 months - interviewed at Wells Fargo in November 2013.

Interview Details – Applied via on-campus recruiting in late September. Applied for Commercial Real Estate lending. First interview was 30 minutes. Questions were mostly behavioral, but some were technical. Interned at the another bank before so the technical questions were simple for me. Didn't get a call-back about the second round until 6+ weeks later. Second interview was at Irvine for a position in SF. Second interview was divided into 2 sessions of 30-minutes each. Interviewers were all SVP for the department that I was applying for. Questions were half behavioral and half technical. Stumped on some technical questions. Interviewers would prompt you further if you were stuck though. Emphasized that Wells Fargo was my first choice. Interviewers from both first round and second round had lists of prepared questions.

Interview Question – What is the difference between discount rate and cap rate?   View Answer

Negotiation Details – Tried to negotiate salary, relocation package, start date, etc. but were all rejected. Wells Fargo does give an above-market salary though so difficult to negotiate.

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