Wealth Management Internship Program
2 weeks ago
Position Overview
Are you eager to delve into a career within Merrill Wealth Management at Bank of America? We are dedicated to fostering genuine, impactful relationships with individuals and businesses nationwide. Each day, we engage with millions of clients through our expanding specialist workforce and cutting-edge digital platform. Our goal is to provide essential care and guidance to our clients at pivotal moments in their lives, whether they are embarking on new ventures, purchasing homes, starting families, or planning for their futures.
Our Wealth Management Summer Analyst Program is tailored for individuals passionate about assisting clients in achieving their financial aspirations. This program is designed to help you acquire the experience necessary to effectively serve our clients and gain insights into the Merrill Wealth Management organization.
About Merrill Wealth Management
Collaborate with a team of seasoned Merrill professionals to grasp fundamental aspects of wealth management, encompassing investment and banking products, relationship development, digital tools, and client interactions. Interns play a vital role in enhancing client service, fostering client engagement, and managing relationships.
Training and Development Opportunities
Your growth and education are our utmost priority. The program commences with formal training, supplemented by on-the-job support, educational events featuring guest speakers, and mentorship throughout the summer. As a summer intern, your key responsibilities may include:
- Client Service - including onboarding, account management, phone support, and digital client engagement
- Utilizing your financial knowledge and client skills to assist with various projects as directed by clients and business leaders
- Participating in roles such as Client Engagement, Relationship Management, Operations, and more
- Engaging in strategic initiatives aimed at enhancing operations and client experiences
Qualifications
Required:
- Current student pursuing a Bachelor's or Bachelor's direct to Master's degree, with an anticipated graduation within the next few years
- Detail-oriented, highly motivated individual who thrives in a dynamic environment
- Exceptional interpersonal and relationship-building skills
- Ability to adapt to changing job responsibilities and expectations
- Proficient in technology, including Microsoft Office Suite (Word, Excel, PowerPoint)
Preferred:
- Minimum GPA of 3.2 preferred
Travel: As needed
Employment Type: Full-time
Weekly Hours: 40
Shift: Day Shift
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