Logo of Huzzle

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 detail-oriented student graduating between Nov 2026 and Aug 2027, with strong interpersonal skills, a minimum 3.2 GPA, and preferably bilingual in Spanish.
  • You will assist with client onboarding, account servicing, strategic projects, and collaborate with banking partners, while developing business knowledge and building a professional network.

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 are the required qualifications for this internship?

The required qualifications include being a Bachelor's or Bachelor's direct to Master's degree program student graduating between November 2026 and August 2027, possessing strong relationship and interpersonal skills, and being highly motivated and detail-oriented.

Is there a minimum GPA requirement for applicants?

Yes, applicants must have a minimum GPA of 3.2.

Are bilingual candidates preferred for this role?

Yes, bilingual candidates, particularly those who can communicate in Spanish (written and spoken), are preferred for some locations, specifically New York and Miami.

What kind of training and development opportunities will be provided during the internship?

Interns will receive dedicated programs that include formal web-based and in-person training, on-the-job support, educational speaker events, professional development opportunities, and mentorship throughout the summer internship program.

Do interns work on client service tasks?

Yes, interns will be involved in client service tasks such as client onboarding, account servicing, and digital engagement.

What is the expected work schedule for this internship?

The internship is expected to be full-time, with hours set at 40.00 hours per week during the first shift.

Will this internship require any travel?

Travel will occur on a needs basis.

Is Bank of America providing 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 is the focus of the projects interns will work on during the internship?

Interns will work on strategic projects focused on enhancing the client experience, including relationship management and operations.

Helping to make financial lives better through the power of every connection.

1-10
Employees

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.