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Wealth Management Summer Analyst Program - Merrill Wealth Management 2026

  • Internship
    Full-time
    Summer Internship
  • Sales & Business Development
    Banking & Finance
  • Boston

AI generated summary

  • You must be a Bachelor’s or direct-to-Master’s student graduating Nov 2026-Aug 2027 with a 3.2 GPA, strong interpersonal skills, technical ability, and preferably bilingual in Spanish.
  • You will assist with client onboarding, account servicing, and strategic projects, while collaborating with partners to enhance the client experience and grow your business knowledge.

Requirements

  • 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
  • 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

Responsibilities

  • 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

FAQs

What is the application deadline for the Wealth Management Summer Analyst Program?

The application deadline is June 15, 2025.

What qualifications are required for this internship?

Candidates must be Bachelor’s or Bachelor’s direct to Master’s degree students with a graduation date between November 2026 and August 2027.

Is there a minimum GPA requirement?

Yes, a minimum GPA of 3.2 is required.

What key responsibilities will interns have in this program?

Interns will assist with client service, strategic projects focused on client experience, and building networks with core banking and investment partners.

Are bilingual candidates preferred for this position?

Yes, bilingual Spanish (written and spoken) is preferred in some locations, specifically New York and Miami.

Will interns receive training during the program?

Yes, interns will receive support through dedicated training programs, including formal training and mentorship opportunities throughout the internship.

Is there a possibility of a full-time job after the internship?

While the internship provides valuable experience and networking opportunities, full-time positions are not guaranteed and depend on performance and available openings.

Do we support remote work during the internship?

The internship primarily requires on-site presence, but travel may be considered on a needs basis.

Are we considering candidates that require visa sponsorship for this role?

No, Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.

What types of projects will interns be involved in?

Interns will work on client onboarding, account servicing, digital engagement, and strategic projects aimed at enhancing the client experience.

What is the work schedule for this internship?

The internship is expected to be full-time, with a 40 hours per week commitment on a 1st shift schedule.

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Mission & Purpose

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.

Culture & Values

  • Deliver together

    We believe in the importance of treating each client and teammate as an individual and treating every moment as one that matters. We strive to go the distance to deliver, with discipline and passion. We believe in connecting person-to-person, with empathy and understanding. We believe everything we do for our clients, teammates and the communities we serve is built on a solid business foundation that delivers for shareholders.

  • Act responsibly

    We believe that integrity and the disciplined management of risk form the foundation of our business. We are aware that our decisions and actions affect people’s lives every day. We believe in making decisions that are clear, fair and grounded in the principles of shared success, responsible citizenship and community building.

  • Realize the power of our people

    We strive to help all of our employees reach their full potential. We believe that diverse backgrounds and experiences make us stronger. We respect every individual and value our differences - in thought, style, sexual orientation, gender, gender identity and expression, race, ethnicity, culture, age, ability and experience.

  • Trust the team

    We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe that when we work together, we best meet the full needs of our clients, and deliver value to our shareholders.