Bank of America

Financial Advisor Intern

June - August 2019 • Washington, DC

What I liked

I enjoyed the large number of resources that were available to me to educate myself on the finance industry and the world economy.

What I wish was different

Advice

Talk to as many people as possible and always be open t connect with new people and explore things you are not familiar with.

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Private Wealth Management Intern

May 2019 • New York City, NY

What I liked

I liked being able to learn and contribute. Finding a balance of actively expanding my knowledge in the finance world, while working and not feeling like dead weight for my team.

What I wish was different

Advice

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Wealth Management Intern

June - August 2019 • New York City, NY

What I liked

learning about finance, feeling important

What I wish was different

role had more purpose

Advice

wealth management is a sales job

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Financial Advisor Development Summer Analyst Program

June - August 2019 • Providence, RI

What I liked

I enjoyed working directly on a team of successful advisors day in and day out learning how to build and grow a book of business.

What I wish was different

Advice

Do not get stuck doing busy work, ask from day one how you can be helpful to the team and try to learn as much as possible.

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Private Wealth Management Intern

May - August 2019 • Greenwich, CT

What I liked

I was able to do much networking during my experience.

What I wish was different

Nothing. It was beyond anything I could want from a sophomore summer internship.

Advice

You get out what you put into it.

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Wealth Management Intern

May - August 2018 • Bala Cynwyd, PA

What I liked

The culture of the company was excellent. It was not a typical internship where I was only doing busy work. I was gaining hands on experience, meeting with clients, and working with fellow advisers each day.

What I wish was different

I only worked three days a week. I wish that I could have worked a full week.

Advice

Try to gain the best out of each day. Go into work each day trying to learn something new.

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Global Wealth and Investment Advisory Intern

June - August 2018 • Florham Park, NJ

What I liked

I really liked the team-orientated atmosphere. There were five of us and we worked very well together. I could turn to them whenever I had questions or did not understand a concept. Overall, the people, culture, and atmosphere were the three characteristics of Merrill Lynch that I found most appealing.

What I wish was different

While the team gave me a lot of work related to financial markets (ie. market summaries, portfolio modeling & oversight, etc.) and was in wealth advisory, I would have wanted more of a market-centric role.

Advice

Networking was crucial for me to land a freshman summer internship. 90% of the reason I received the offer to join Merrill Lynch was because I went out of my way and contacted more than 20 teams across NJ and NYC just to get a phone call interview. The one piece of advice I would share is to NEVER stop networking, even if you are nervous or uncomfortable about reaching out.

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Seasonal Client Associate

April - September 2018 • Lexington, KY

What I liked

Amazing team and work environment Super friendly Gave a wide variety of projects I was actually working on hands on things that made a difference

What I wish was different

Nothing, it was a great experience

Advice

Don’t be afraid to ask for more work to do and give feedback!

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Financial Analyst Intern

June - August 2018 • Asheville, NC

What I liked

Learned a lot about financial analysis Built a broader connection base

What I wish was different

Nothing really. I wish it had been longer.

Advice

Start looking for internships earlier than you think you need to.

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Seasonal Client Associate

May - September 2018 • Tysons Corner, VA

What I liked

What I wish was different

I wish that the job was 5 days a week. Also, I wish that I did more than just administrative tasks.

Advice

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Global Wealth Management Intern

March - June 2018 • Garden City, NY

What I liked

People that I worked with were really nice and helpful, and they would always help me if I had any questions. Location of the office was fantastic. Office atmosphere was great and everyone was very positive, family oriented and costumer focused.

What I wish was different

As an Intern, they do not give you big responsibilities and I wish the workload was heavier. It was very light, easy work. I was expecting much more.

Advice

To a student- always maintain professional attitude, no matter what. To the company- maybe you give a little heavier workload to students.

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Client Associate

January 2018 • Mill Valley, CA

What I liked

I loved working with my team. I have interned at many different companies but this is the first place I developed a genuine bond with my team. My bosses were great mentors and really wanted to make sure I was learning skills that I told them I wanted to develop.

What I wish was different

Really, I didn't have too much to complain about. Perhaps sometimes if I could get different projects but the work required licensing so there really wasn't more they could give me.

Advice

Make sure you are not afraid to ask questions even if you might be insecure of speaking up. The more questions you ask the more you learn.

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Seasonal Client Associate

July - August 2018 • Wayne, NJ

What I liked

I loved gaining a new experience to share with others. I loved the relaxed pace of the work and the fact that I felt I make making people’s lives easier.

What I wish was different

Sometimes I wish the work could’ve a little less mind numbing at times.

Advice

Don’t let your fear of failure hold you back.

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Financial Advisor Intern

June - August 2018 • Providence, RI

What I liked

What I wish was different

Advice

Try to meet as many connections as possible, expanding your professional network is very important.

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Global Wealth Management Intern

May - August 2018 • Troy, MI

What I liked

The amount I was able to learn throughout the summer

What I wish was different

More responsibility

Advice

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Financial Advisor Intern

June - August 2018 • San Francisco, CA

What I liked

The people, the office environment, the more analytical research

What I wish was different

sometimes I did not feel busy enough / did not have enough breadth in learning all roles across the office

Advice

it was excellent. in jobs like this you have to be proactive, though

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Intern

June 2018 • Bellevue, WA

What I liked

I really enjoyed the team I was with. I learned how important being apart of the right team is in the business of PWM. My coworkers and bosses were patient and I had the opportunity’s to ask questions when needed.