Job Description

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.

Merrill Wealth Management

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.

Training and Development

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.

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

• Client Service including client onboarding, account servicing, digital engagement

• Strategic projects focused on the client experience including Relationship Management, Operations and delivering the enterprise

• Grow your business knowledge by using a defined consultative approach with clients and projects to systematically identify client and business leader needs to recommend appropriate solutions

• Build your network through the collaboration with core banking and investment partners to prepare for a future career as a Client Associate or a Merrill Financial Advisor

Required Qualifications:

• Bachelors or Bachelors direct to Masters degree program student with a graduation date between November 2026 and August 2027
• Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a dynamic environment
• Superior relationship and interpersonal skills
• The candidate should respond well to evolving job duties and expectations
• Sets and accomplishes goals, achieving whatever you put your mind to
• Comfortable in a sales role, finding ways to nurture strong relationships with prospective clients
• Communicates clearly and confidently
• Works well with others and collaborates productively
• Thorough and will incorporate relevant regulatory due diligence into daily requirements and long-term strategies for clients

Preferred:

• Strong technical skills
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships
• 3.2 minimum GPA
• Bilingual Spanish (written and spoken) preferred in some locations, specifically New York and Miami

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

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Travel: On needs basis

Full / Part-time: Fulltime

Hours Per Week: 40.00

Shift: 1st Shift

Locations: Alpharetta, Georgia; Atlanta, Georgia; Baltimore, Maryland; Beverly Hills, California; Boston, Massachusetts; Century City, California; Chandler, Arizona; Charlotte, North Carolina; Chicago, Illinois; Columbia, South Carolina; Columbus, Ohio; Dallas, Texas; Florham Park, New Jersey; Fort Lauderdale, Florida; Houston, Texas; Jacksonville, Florida; Los Angeles, California; Miami, Florida; New Orleans, Louisiana; New York, New York; Newport Beach, California; Palo Alto, California; Philadelphia, Pennsylvania; Phoenix, Arizona; Princeton, New Jersey; Salt Lake City, Utah; San Diego, California; San Francisco, California; Seattle, Washington; The Woodlands, Texas

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