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Wealth Management Summer Analyst Program – Merrill Wealth Management Client Associate 2027

March 2, 2026

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:

Supports day-to-day Advisor team activities including client onboarding, account maintenance, and the digital experience

Identifies, deepens, and maintains relationships by providing excellent service with a client first mindset

Ensures timeliness, accuracy, and completeness with client and business partner requests while communicating outputs to the aligned team

Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect clients, and manage risk

Build your network through the collaboration with core banking and investment partners to prepare for a future career

Required Qualifications:

Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028

Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results

Demonstrates a client-centric mindset, always acting in the best interest of the client

Has the ability to learn and adapt to new information and technology platforms

Preferred Qualifications:

Possesses industry knowledge and an understanding of investment products

Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience

Is comfortable operating in a fast-paced environment with changing and evolving responsibilities

Is detail oriented

Demonstrates a commitment to continuous learning and professional growth

Exhibits sound judgment and discretion when handling sensitive information

Demonstrates professional verbal and written communication skills

Strong technical application skills, including proficiency with Microsoft Word, Excel, and PowerPoint

Bilingual Spanish (written and spoken) preferred in some locations (e.g. New York and Miami)

3.2 minimum GPA

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.

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

Travel: On needs basis

Full / Part-time: Fulltime

Hours Per Week: 40.00

Shift: 1st Shift

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

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Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...