Job Description & Program Overview
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
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, acquisition efforts, and relationship management.
Training and Development
Your training and development are our top priority. Our team will support you with dedicated programs, including formal web-based and in-person training, on the job support, educational speaker events, professional development opportunities and mentorship throughout the summer internship program.
As a summer intern your key tasks and responsibilities may include, but are not limited to:
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 Client Associate or a Merrill Financial Advisor
Required Qualifications:
Preferred:
Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Travel: On needs basis
Full / Part-time: Fulltime
Hours Per Week: 40.00
Shift: 1st Shift
Locations: Alpharetta, Georgia; Atlanta, Georgia; Baltimore, Maryland; Beverly Hills, California; Boston, Massachusetts; Century City, California; Chandler, Arizona; Charlotte, North Carolina; Chicago, Illinois; Columbia, South Carolina; Columbus, Ohio; Dallas, Texas; Florham Park, New Jersey; Fort Lauderdale, Florida; Houston, Texas; Jacksonville, Florida; Los Angeles, California; Miami, Florida; New Orleans, Louisiana; New York, New York; Newport Beach, California; Palo Alto, California; Philadelphia, Pennsylvania; Phoenix, Arizona; Princeton, New Jersey; Salt Lake City, Utah; San Diego, California; San Francisco, California; Seattle, Washington; The Woodlands, Texas
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