BO
Bank of AmericaChandler, AZInternshipClosed
Wealth Management Summer Analyst Program – Merrill Wealth Management Client Associate 2027
Merrill Wealth Management offers a summer analyst internship focused on client service, relationship building, and wealth management products. Interns receive training, mentorship, and hands-on experience supporting advisory teams across multiple US locations.
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Program Overview
- Work with experienced Merrill employees to learn wealth management and investment products.
- Assist with client service, engagement, acquisition, and relationship management.
- Support advisor team activities including client onboarding and account maintenance.
- Collaborate with banking and investment partners to build professional networks.
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Training and Development
- Formal web-based and in-person training sessions provided.
- On-the-job support and mentorship throughout the internship.
- Educational speaker events and professional development opportunities.
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Key Responsibilities
- Support day-to-day advisor team activities and client onboarding.
- Provide excellent client service with a client-first mindset.
- Ensure accuracy and timeliness in client and business partner requests.
- Help align practices with bank policies to support operational excellence and risk management.
4
Required Qualifications
- Pursuing bachelor's or direct master's degree, graduating Nov 2027 to Aug 2028.
- Highly motivated self-starter with strong work ethic and results focus.
- Client-centric mindset acting in clients' best interests.
- Ability to learn and adapt to new information and technology platforms.