Wealth Management Summer Analyst Program - Merrill Advisor Development

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. We specialize in goals‑based wealth management, including planning for retirement, education, legacy and other life goals through investment advice and guidance.

Our 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. Trust comes from transparency. Advisory teams are equipped with access to Merrill’s investment insights and the banking convenience of Bank of America.

We empower you to bring your whole self to work. We value diversity in thought, business and people. Our Wealth Management team represents a variety of backgrounds, bringing unique perspectives that create a culture‑driven, resilient, results‑focused community.

Interns work with experienced Merrill employees to learn key aspects of wealth management—investment and banking products, relationship building, digital capabilities and client interaction. The campus internship program is an entry role into the Advisor Development Program, with the destination role being a full‑scale Financial Advisor.

This role provides client service support to multiple FAs, supporting enterprise strategic objectives, operational excellence goals, and client advocacy. Interns are the most frequent point of contact for client service needs and a resource for FAs.

• Support multiple Financial Advisors with client service, onboarding, account servicing and digital engagement.
• Assist with client engagement, acquisition efforts and relationship management.
• Contribute to strategic projects focused on the client experience, including Relationship Management, Operations and enterprise delivery.
• Apply a defined consultative approach to systematically identify client needs and recommend appropriate solutions.
• Build a network through collaboration with core banking and investment partners, preparing for a future career as a Merrill Financial Advisor.
• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to achieve client financial goals.
• Collaborate with core banking and investment partners to connect all solutions available through Bank of America and Merrill.

Our training and development are our top priority. Interns receive 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.

• Currently pursuing a bachelor’s degree or a bachelor’s direct‑to‑master’s degree from an accredited college or university, with graduation between November 2027 and August 2028.
• Confidence as a self‑starter in a sales role.
• Ability to apply relevant regulatory due diligence in daily activities and long‑term client strategies.
• Detail‑oriented, highly motivated individual who enjoys multitasking in a dynamic environment.
• Superior relationship and interpersonal skills.
• Adaptability to evolving job duties and expectations.
• Goal‑oriented, achieving whatever you set your mind to.
• Clear, confident communication.
• Collaboration and teamwork.
• Professional, courteous client service orientation.
• Thoroughness and incorporation of regulatory due diligence into daily requirements.

• Quick learner who adapts to new technology or applications.
• Ability to execute multiple tasks simultaneously.
• Experience assessing client needs, recommending solutions, and building/managing client relationships.
• Minimum GPA of 3.2.

• Bank of America will not consider candidates requiring visa sponsorship now or in the future for this role.
• Relevant laws and regulations, including FDIC, restrict or prohibit hiring individuals with certain specified criminal history for this position.
• Travel: as needed.
• Full‑time position, 40 hours per week, 1st Shift.
• The job will be open and accepting applications for a minimum of seven days from the posting date.