Wealth Management Summer Analyst Program - Merrill Wealth Management Client Associate

Job Description & Program Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Work with a team of experienced Merrill employees to learn key aspects of wealth management, including investment and banking products and solutions, relationship building, digital capabilities and client interaction. Interns play a critical role in assisting with client service opportunities, client engagement, acquisition efforts, and relationship management.

Your training and development are our top priority. Our team will support you with dedicated programs, including formal web-based and in-person training, on the job support, educational speaker events, professional development opportunities and mentorship throughout the summer internship program.

• Supports day-to-day Advisor team activities including client onboarding, account maintenance, and the digital experience
• Identifies, deepens, and maintains relationships by providing excellent service with a client first mindset
• Ensures timeliness, accuracy, and completeness with client and business partner requests while communicating outputs to the aligned team
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect clients, and manage risk
• Build your network through the collaboration with core banking and investment partners to prepare for a future career

• Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
• Demonstrates a client-centric mindset, always acting in the best interest of the client
• Has the ability to learn and adapt to new information and technology platforms

• Possesses industry knowledge and an understanding of investment products
• Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
• Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
• Is detail oriented
• Demonstrates a commitment to continuous learning and professional growth
• Exhibits sound judgment and discretion when handling sensitive information
• Demonstrates professional verbal and written communication skills
• Strong technical application skills, including proficiency with Microsoft Word, Excel, and Power Point
• Bilingual Spanish (written and spoken) preferred in some locations (e.g. New York and Miami)
• 3.2 minimum GPA

Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC.

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

Travel:
On needs basis

Full / Part-time:
Fulltime

Hours Per Week: 40.00

Shift: 1st Shift