Financial Advisor Internship Program
Merrill Lynch is a leading provider of investment products and wealth management services for individuals
and businesses. With more than 14,000 financial advisors and $2.1 trillion in client balances as of 6/30/20151,
we are among the largest financial services institutions in the country.
Financial Advisor Intern Role
The 10 week Financial Advisor Internship Program is structured
to provide a foundation in understanding the Financial Services
industry, the Merrill Lynch business, and our Financial Advisor
career track. Our interns will be given the opportunity to learn about
our advisory business by gaining exposure to key aspects of the
wealth management division including various investment vehicles,
relationship building and client support.
The intern’s responsibilities may include:
• Conducting product, market, and client research
• Developing business acumen and understanding of the markets
• Reporting and analysis
• Updating and maintaining databases
• Assisting in business development
Training
The Program’s learning curriculum includes on the job training as well
as business and professional development training delivered virtually.
Training is designed to help interns build their business acumen,
effectively work in the advisory business, and assist as they launch
careers in financial services upon graduation.
Training includes:
• Orientation which includes company on boarding as well as
specific program and business overviews
Required qualifications
• Minimum GPA of 3.0 on a 4.0 scale
• Pursuing a Bachelors Degree from an accredited college
or university
• Industry training and interactive Executive Speaker Series
• Graduation date between December 2016 – June 2018
(Sophomores and Juniors)
• National Curriculum that provides web-based learning/technical
training and professional development opportunities
• Legal authorization to work in the US now and in the
future without sponsorship
Join us
Program dates: June – August (10 weeks)
To learn more about how to apply, reach out to your school’s Career
Services office or visit us online at campus.bankofamerica.com
Preferred qualifications and skills
• GPA 3.3 on a 4.0 scale
• A history of high achievement
• An entrepreneurial mindset and motivation to succeed
• Confident and an engaging presence
Source: Bank of America. As of June 30, 2015. Merrill Lynch Global Wealth Management (MLGWM) represents
multiple business areas within Bank of America’s wealth and investment management division including Merrill
Lynch Wealth Management (North America and Patriot) and Private Banking & Investments Group. Client
Balances consists of the following assets of clients held in their MLGWM accounts: assets under management
of MLGWM entities, client brokerage assets, assets in custody of MLGWM entities, loan balances and deposits of
MLGWM clients held at Bank of America, N.A. and affiliated banks.
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• Concise, inspiring communication skills
• A client-focus mentality
• Strong interest in becoming a Financial Advisor
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex,
sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor
prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and
affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.
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