Wealth Management Summer Analyst Program – Merrill Wealth Management Client Associate (Jun 2027)

Merrill Wealth Management seeks summer interns to support advisor teams with client service, relationship building, and wealth management solutions.

Your Role

Here’s what you will be doing:

• Support day-to-day Advisor team activities, including client onboarding, account maintenance, and the digital experience
• Identify, deepen, and maintain relationships by providing excellent service with a client-first mindset
• Ensure timeliness, accuracy, and completeness with client and business partner requests while communicating outputs to the aligned team
• Assist with ensuring practices align with the bank's policies and procedures to support operational excellence, protect clients, and manage risk
• Build your network through collaboration with core banking and investment partners to prepare for a future career

About You

The company is looking for:

• Candidates pursuing a bachelor's or direct bachelor's to master's degree from an accredited college or university, graduating between November 2027 and August 2028
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
• Client-centric mindset, always acting in the best interest of the client
• Ability to learn and adapt to new information and technology platforms
• Preferred: industry knowledge and understanding of investment products
• Preferred: experience working with clients, delivering complex solutions, and providing excellent client experience
• Comfortable operating in a fast-paced environment with evolving responsibilities
• Detail-oriented with commitment to continuous learning and professional growth
• Exhibits sound judgment and discretion when handling sensitive information
• Professional verbal and written communication skills
• Strong technical skills, including proficiency with Microsoft Word, Excel, and PowerPoint
• Bilingual Spanish (written and spoken) preferred in some locations (e.g., New York and Miami)
• Minimum GPA of 3.2
• Must not require visa sponsorship now or in the future for this role

Training & Development

• Formal web-based and in-person training programs
• On-the-job support and mentorship throughout the summer internship
• Educational speaker events and professional development opportunities

How to Apply

• Submit your application according to the company's guidelines, ensuring that all required information is included.
• This job will be open and accepting applications for a minimum of seven days from the date it was posted.

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

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