Wealth Management Summer Analyst Program -Merrill Wealth Management 2025

Bank of America
Beverly Hills, United States, United States
Full-time
Part-time
We are sorry. The job offer you are looking for is no longer available.

Job Description& Program Overview

Are youinterested in exploring a career with Merrill Wealth Management atBank of America? At Bank of America, we’re creating real,meaningful relationships with individuals and businesses across thecountry.

Each day, we connect with 67 million clients through agrowing specialist workforce and our world-class digital platform.

With each relationship and connection, we are looking to providecare and guidance for our clients when they need us most - whetherthey are just starting out, buying a home, building a family, orplanning for retirement.

With this in mind, we are looking todevelop the next generation of employees to support our Merrillclients -those with a passion for growing a long-term career and adrive to make our clients’ financial lives better.

If you are an individual who is passionate abouthelping support clients reach their financial goals, our WealthManagement Summer Analyst Program is designed to offer you theopportunity to begin building the experience needed to best serveour clients.

The Merrill program offers the opportunity to gainexposure to the Merrill Wealth Management organization.

Merrill WealthManagement

Work with a team ofexperienced Merrill employees to learn key aspects of wealthmanagement, including investment and banking products andsolutions, relationship building, digital capabilities and clientinteraction.

Interns play a critical role in assisting with clientservice opportunities, client engagement, and relationshipmanagement.

Training andDevelopment

Your training anddevelopment is our top priority with formal training offered at thestart of the program in addition to on the job support, educationalspeaker events and mentorship throughout the summer program.

Thisinternship also includes a national curriculum that providesweb-based learning, technical training, and professionaldevelopment opportunities.

As a summer intern your key tasks andresponsibilities may include, but are not limited to :

  • Client Service - including clientonboarding, account servicing, phone coverage, digital clientengagement
  • Applying your financial and clientacumen to support a variety of projects as required by our clientsand business leaders
  • Executing in roles suchas Client Engagement, Relationship Management, Operations and more
  • Strategic projects focused on operations andclient experience

Qualifications

Required :

  • Bachelorsor Bachelors direct to Masters degree program student with agraduation date between November 2025 and August 2026
  • Seeking a detailed oriented, highly motivatedindividual who enjoys multi-tasking within a dynamic environment
  • Superior relationship and interpersonal skills
  • The candidate should respond well to evolvingjob duties and expectations
  • Strongtechnological skills such as Microsoft Office Suite (Word, Excel,PowerPoint)

Preferred :

3.2minimum GPA preferred

Bank ofAmerica is unable to consider candidates that will require visasponsorship now, or in the future, for this specific role.

Travel : On needsbasis

Full / Part-time : Fulltime

Hours Per Week : 40.00

Shift : 1stShift

1 day ago
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