Bank of America · 9 hours ago
Wealth Management Summer Analyst Program – Merrill Wealth Management Client Associate 2027
LA Metro Area
Full-time
Onsite
New GradBank of America is a leading provider of comprehensive wealth management and investment products and services. The Wealth Management Summer Analyst Program offers interns the opportunity to learn key aspects of wealth management while assisting with client service opportunities, engagement, and relationship management.
Asset ManagementBankingFinanceFinancial ServicesFinTech
No H1B
Responsibilities
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
Qualification
Required
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
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
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
Founded in 1998
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $387.99M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
Morningstar.com
2026-02-05
2026-02-04
Company data provided by crunchbase