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Wealth Management Summer Analyst Program - Merrill Wealth Management 2025

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Bank of America

Mar 24

Applications are closed

  • Job
    Full-time
    Entry Level
  • Banking & Finance
  • Dallas, +2

Requirements

  • Bachelors or Bachelors direct to Masters degree program student with a graduation date between December 2025 and August 2026
  • Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a dynamic environment
  • Superior relationship and interpersonal skills
  • The candidate should respond well to evolving job duties and expectations
  • Strong technological skills such as Microsoft Office Suite (Word, Excel, PowerPoint)
  • Preferred:
  • 3.2 minimum GPA preferred

Responsibilities

  • Training and Development:
  • Your training and development is our top priority with formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout the summer program. This internship also includes a national curriculum that provides web-based learning, technical training, and professional development opportunities. As a summer intern your key tasks and responsibilities may include, but are not limited to:
  • Client Service - including client onboarding, account servicing, phone coverage, digital client engagement
  • Applying your financial and client acumen to support a variety of projects as required by our clients and business leaders
  • Executing in roles such as Client Engagement, Relationship Management, Operations and more
  • Strategic projects focused on operations and client experience
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Bank of America

Helping to make financial lives better through the power of every connection.

1-10
Employees

Mission & Purpose

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.

Culture & Values

  • Deliver together

    We believe in the importance of treating each client and teammate as an individual and treating every moment as one that matters. We strive to go the distance to deliver, with discipline and passion. We believe in connecting person-to-person, with empathy and understanding. We believe everything we do for our clients, teammates and the communities we serve is built on a solid business foundation that delivers for shareholders.

  • Act responsibly

    We believe that integrity and the disciplined management of risk form the foundation of our business. We are aware that our decisions and actions affect people’s lives every day. We believe in making decisions that are clear, fair and grounded in the principles of shared success, responsible citizenship and community building.

  • Realize the power of our people

    We strive to help all of our employees reach their full potential. We believe that diverse backgrounds and experiences make us stronger. We respect every individual and value our differences - in thought, style, sexual orientation, gender, gender identity and expression, race, ethnicity, culture, age, ability and experience.

  • Trust the team

    We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe that when we work together, we best meet the full needs of our clients, and deliver value to our shareholders.