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The Wealth Management Summer Analyst Program at Merrill, a part of Bank of America, is designed for individuals interested in exploring a career in wealth management. This program aims to create meaningful relationships with clients by providing care and guidance tailored to their financial needs. As a participant in this program, you will have the opportunity to connect with a diverse client base, including individuals and businesses, and help them navigate their financial journeys, whether they are just starting out, buying a home, building a family, or planning for retirement. Throughout the internship, you will work closely with experienced Merrill employees, gaining exposure to various aspects of wealth management. This includes learning about investment and banking products, relationship building, digital capabilities, and client interaction. Interns play a vital role in assisting with client service opportunities, client engagement, and relationship management, which are crucial for the success of the Merrill Wealth Management organization. The program emphasizes training and development, with formal training provided at the start of the internship, along with ongoing support, educational speaker events, and mentorship throughout the summer. Interns will also participate in a national curriculum that includes web-based learning, technical training, and professional development opportunities. Key tasks and responsibilities may include client service activities such as onboarding and account servicing, applying financial acumen to support various projects, and executing roles in client engagement, relationship management, and operations. This internship is an excellent opportunity to build the experience needed to serve clients effectively and to develop a long-term career in wealth management.
