Bank of America · 6 hours ago
Wealth Management Summer Analyst Program – Merrill Advisor Development 2027
LA Metro Area
Full-time
Onsite
New GradBank of America is a leading provider of comprehensive wealth management and investment products and services. The Wealth Management Summer Analyst Program is an internship designed to provide support in client service, engagement, and acquisition efforts, ultimately preparing participants for a career as a Financial Advisor.
Asset ManagementBankingFinanceFinancial ServicesFinTech
No H1B
Responsibilities
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
Assist with client service opportunities, client engagement, acquisition efforts, and relationship management
Support enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs
Serve as the most frequent point of contact within Merrill to address all service needs of their clients and act as a resource for FAs on the team
Develop a book of business in order to meet and exceed established performance hurdles
Effectively prioritize and source prospective clients, capitalize on referrals, assess customer needs, refer customers to the appropriate internal specialists, and execute highly customized solutions to meet client needs
Recommend investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
Balance investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
Organize and manage resources (time, people, budget) to run a productive practice
Seek the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
Complete mandated training, assessments, performance goals and continuing education requirements
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 Merrill Financial Advisor
Qualification
Required
Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028
Displays confidence working as a self-starter in a sales role
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Seeking a detail 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
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
Client service oriented- professional, courteous
Preferred
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships
3.2 minimum GPA
Benefits
Training and Development
Formal web-based and in-person training
On the job support
Educational speaker events
Professional development opportunities
Mentorship
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
Founded in 1998
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $387.99M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
Morningstar.com
2026-02-05
2026-02-04
Company data provided by crunchbase