Wealth Management Summer Analyst Program – Merrill Advisor Development (Jun 2027)

Merrill Wealth Management seeks interns to support Financial Advisors with client service, relationship management, and strategic projects in a dynamic wealth management environment.

Your Role

Here’s what you will be doing:

• Assist with client service opportunities, client engagement, acquisition efforts, and relationship management for multiple Financial Advisors (FAs)
• Support enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business
• Serve as the primary point of contact within Merrill to address all client service needs
• Act as a resource for FAs on the team
• Participate in client onboarding, account servicing, and digital engagement
• Contribute to strategic projects focused on client experience, relationship management, and operations
• Collaborate with core banking and investment partners to prepare for a future career as a Merrill Financial Advisor
• Use a consultative approach to identify client and business leader needs and recommend appropriate solutions

About You

The company is looking for candidates who meet the following qualifications:

• Pursuing a bachelor's or direct bachelor's to master's degree from an accredited institution, graduating between November 2027 and August 2028
• Confident self-starter with sales experience
• Detail-oriented and highly motivated, able to multitask in a dynamic environment
• Superior relationship and interpersonal skills
• Adaptable to evolving job duties and expectations
• Goal-oriented and able to achieve set objectives
• Clear and confident communicator
• Collaborative and works well with others
• Incorporates relevant regulatory due diligence into daily activities and long-term client strategies
• Client service-oriented, professional, and courteous
• Preferred: Ability to learn and adapt to new technology, multitask effectively, experience assessing client needs and recommending solutions, minimum 3.2 GPA
• Must not require visa sponsorship now or in the future

Training & Development

• Formal web-based and in-person training programs
• On-the-job support and mentorship throughout the internship
• Educational speaker events and professional development opportunities
• One-on-one coaching from Bank of America’s Academy and local leadership

Career Progression

• Entry role into the Advisor Development Program leading to becoming a full-scale Merrill Financial Advisor
• Progressive roles focused on developing a book of business, client acquisition, investment recommendations, and practice management
• Opportunities to collaborate with specialists and complete mandated training, assessments, and continuing education

How to Apply

• Submit your application according to the company's guidelines, ensuring that all required information is included.
• Candidates must meet all qualifications and comply with regulatory requirements.

This job may close before the stated closing date, you are encouraged to apply as soon as possible.

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