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Job

Wealth Management Summer Analyst Program - Merrill Wealth Management 2025

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Bank of America

•

27d ago

đź’Ľ Graduate Job

Dallas +2

⌛ Closed
Applications are closed

Graduate Job

Banking & Finance•Dallas, Phoenix, Houston

Description

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, and relationship management.

Requirements

  • Bachelors or Bachelors direct to Masters degree program student with a graduation date between December 2025 and August 2026
  • 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
  • Strong technological skills such as Microsoft Office Suite (Word, Excel, PowerPoint)
  • Preferred:
  • 3.2 minimum GPA preferred

Education requirements

Currently Studying
Bachelors
Masters

Area of Responsibilities

Banking & Finance

Responsibilities

  • Training and Development:
  • Your training and development is our top priority with formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout the summer program. This internship also includes a national curriculum that provides web-based learning, technical training, and professional development opportunities. As a summer intern your key tasks and responsibilities may include, but are not limited to:
  • Client Service - including client onboarding, account servicing, phone coverage, digital client engagement
  • Applying your financial and client acumen to support a variety of projects as required by our clients and business leaders
  • Executing in roles such as Client Engagement, Relationship Management, Operations and more
  • Strategic projects focused on operations and client experience

Details

Work type

Full time

Work mode

office

Application deadline

Apr 16, 2024

Location

Dallas, Phoenix, Houston