Wealth Management Internship Program
2 months ago
Position Overview
Are you eager to delve into a career within Merrill Wealth Management at Bank of America? 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 a specialized workforce and a premier digital platform. Our goal is to provide care and guidance to our clients during pivotal moments in their financial journeys, whether they are embarking on new ventures, purchasing a home, expanding their families, or planning for their future.
We are committed to nurturing the next generation of professionals who are passionate about enhancing our clients' financial well-being. Our Wealth Management Summer Analyst Program is tailored to equip you with the essential experience needed to effectively serve our clients. This program offers a unique opportunity to gain insights into the Merrill Wealth Management division.
About Merrill Wealth Management
Collaborate with a team of seasoned Merrill professionals to understand critical components of wealth management, including investment strategies, banking solutions, relationship development, digital tools, and client engagement. Interns play a vital role in supporting client service initiatives, enhancing client interactions, and managing relationships.
Training and Development
Your growth and development are our foremost priorities. The program commences with structured training, complemented by on-the-job support, educational speaker sessions, and mentorship throughout the summer. Interns will participate in a comprehensive curriculum that includes web-based learning, technical training, and professional development opportunities. Key responsibilities may encompass:
- Client Service - including onboarding, account management, phone support, and digital engagement
- Utilizing your financial acumen to assist with various projects as directed by clients and business leaders
- Engaging in roles such as Client Engagement, Relationship Management, Operations, and more
- Participating in strategic initiatives aimed at enhancing operations and client experiences
Qualifications
Required:
- Current student pursuing a Bachelor's or direct-to-Master's degree with an anticipated graduation date within the specified timeframe
- Detail-oriented and highly motivated individual who thrives in a dynamic environment
- Exceptional interpersonal and relationship-building skills
- Ability to adapt to evolving job responsibilities and expectations
- Proficient in technology, particularly Microsoft Office Suite (Word, Excel, PowerPoint)
Preferred:
- Minimum GPA of 3.2 preferred
Bank of America does not consider candidates requiring visa sponsorship for this role.
Travel: As needed
Full / Part-time: Full-time
Hours Per Week: 40
Shift: Day Shift
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