Wealth Management Summer Analyst Program - 2024

Merrill Wealth Management
Pennington, NJ; Jersey City, NJ; New York, NY
$22-$55 per hour
Closing date
Oct 2, 2023

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Job Role
Wealth Management
Employment Type
Experience Level
CFP® Certification
Not necessary

Job Details

What you'll do

Wealth Management Summer Analyst Program Chief Investment Office, Investment Solutions Group,and Merrill Home Office


Job Description & Program Overview

Bank of America provides comprehensive wealth management solutions to affluent and high-net-worth clients through Merrill and Private Bank teams.

Our Wealth Management Summer Analyst Program is designed to offer candidates the opportunity to work in various positions within our Chief Investment Office, Investment Solutions Group, and Merrill Home Office. As part of the Merrill organization, the Investment Solutions Group and Chief Investment Office strive to provide world-class investment strategies, platforms, solutions and support for clients across all wealth management lines of business (including Merrill and the Private Bank). Through a highly effective Investment Process, they provide solutions across all product platforms and asset classes - equity, fixed income and alternative investments including structured products and specialty assets - through a comprehensive due diligence and oversight process for client portfolios. They also coordinate the investment strategy for wealth management advisors and clients, harmonizing and distilling market themes, identifying trends and supporting our client-focused investing approach. Merrill Home Office functions are critical to ensuring the wealth management strategies, tools, and processes are aligned to support our field operations in their pursuit of client acquisition and retention.

Our structured 10 week internship provides extensive on the job training, in addition to educational speaker events, coaching and mentorship throughout. Interns will be placed on a specific team within the Chief Investment Office,Investment Solutions Group, or Merrill Home Office such as:

  • Chief Investment Office
  • Alternative Investments and Specialty Asset Management
  • Investment Products and Platforms
  • Personal Retirement Product Management
  • Specialists Team
  • Chief Operating Office Organization
  • National Business Development
  • Supervision and Controls



  • Bachelors or Bachelors direct to Masters degree program student with a graduation date between December 2024 and August 2025
  • Demonstrated record of achievement, such as extracurricular activities or leadership roles
  • Finance knowledge
  • Excellent verbal and written communication skills
  • Analytical and critical thinking skills
  • Ability to work effectively within a team
  • Ability to think independently
  • Ability to work collaboratively
  • Strong time management skills and attention to detail


  • 3.2 minimum GPA preferred
  • Technical skills such as Excel and PowerPoint


Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.


Travel:On needs basis

Full / Part-time:Fulltime

Hours Per Week:40.00

Shift:1st Shift


If you’re interested in working in financial markets, investing, wealth management or research at a prestigious institution with 100+ years of Wall Street legacy, now is your opportunity to accelerate your career at Merrill.

Founded in 1914, Merrill is one of the largest wealth management brands in the world. Our financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help them pursue the lives they want. We also go beyond investment management to assist with college savings strategies, retirement planning, eldercare, philanthropy, and more.

We make sure all new employees are integrated into an existing team with other established advisors and mentors to support a transition to the firm. Once you start, you can energize your team by taking advantage of the many learning opportunities here, the culture of collaboration where you can learn from the best advisors in the business (as easily as they learn from you), and where diversity, equity, and inclusion is a priority.

Additionally, we invest in our team and their families by offering competitive benefits to support physical, emotional, and financial well-being.

If you are a financial advisor with 2+ years of experience and want to enhance your client relationships, learn more about our accelerated growth program and apply with us today!

We are bullish on our people. Read more on why Merrill is a great place to work:


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