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The Wealth Management Summer Analyst Program at Merrill, a division of Bank of America, is designed for individuals who are passionate about helping clients achieve their financial goals. This program offers a unique opportunity to gain hands-on experience in wealth management, working alongside experienced professionals in a dynamic environment. Interns will be immersed in various aspects of wealth management, including investment and banking products, relationship building, and client interaction. The program emphasizes the importance of creating meaningful relationships with clients, as interns will play a critical role in assisting with client service opportunities and engagement. Throughout the summer, interns will receive formal training at the start of the program, supplemented by on-the-job support, educational speaker events, and mentorship. The curriculum includes web-based learning and technical training, ensuring that interns are well-equipped to handle the responsibilities of the role. Key tasks may include client onboarding, account servicing, and executing strategic projects focused on operations and client experience. This internship is an excellent stepping stone for those looking to build a long-term career in wealth management, providing the necessary experience to serve clients effectively.
