Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Key responsibilities include supporting enterprise strategic objectives, operational excellence ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Key responsibilities include supporting enterprise strategic objectives, operational excellence ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Key responsibilities include supporting enterprise strategic objectives, operational excellence ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Key responsibilities include supporting enterprise strategic objectives, operational excellence ...
Supports Wealth Management leadership through meeting coordination, agenda preparation, note-taking ... Provides administrative and operational support, including calendar coordination, meeting ...
Supports Wealth Management leadership through meeting coordination, agenda preparation, note-taking ... Provides administrative and operational support, including calendar coordination, meeting ...
Supports Wealth Management leadership through meeting coordination, agenda preparation, note-taking ... Provides administrative and operational support, including calendar coordination, meeting ...
Supports Wealth Management leadership through meeting coordination, agenda preparation, note-taking ... Provides administrative and operational support, including calendar coordination, meeting ...
... Investment Wealth Management, you will help organizations define strategic priorities, solve ... Conducting market, customer, financial, and operational analyses to inform recommendations and ...
... Investment Wealth Management, you will help organizations define strategic priorities, solve ... Conducting market, customer, financial, and operational analyses to inform recommendations and ...
Asset & Wealth Management - Tax Senior Manager
$124K - $335K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... operational tax risks, and tax implications of investing in different jurisdictions. You'll help ...
Asset & Wealth Management - Tax Senior Manager
$124K - $335K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... operational tax risks, and tax implications of investing in different jurisdictions. You'll help ...
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... operational tax risks and structuring tax strategies for our Financial Services clients. Your ...
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... operational tax risks and structuring tax strategies for our Financial Services clients. Your ...
Build deep expertise in trading technology and wealth management operations. * Work on a collaborative client success team that partners closely with Product, Engineering, Onboarding, and ...
Quick apply
Build deep expertise in trading technology and wealth management operations. * Work on a collaborative client success team that partners closely with Product, Engineering, Onboarding, and ...
Client Experience Manager
Raleigh, NC · Hybrid
Our client is a growing, relationship-driven wealth management firm seeking a Client Experience Manager to play a central role in supporting client relationships, firm operations, and marketing ...
Quick apply
Client Experience Manager
Raleigh, NC · Hybrid
Our client is a growing, relationship-driven wealth management firm seeking a Client Experience Manager to play a central role in supporting client relationships, firm operations, and marketing ...
IT Intern, Project Management
Raleigh, NC · On-site
$14.50 - $19.50/hr
We're currently hiring an IT Intern, Project Management to support our Information Services team ... Interested in project management, operations, or IT systems in a healthcare setting * Strong ...
IT Intern, Project Management
Raleigh, NC · On-site
$14.50 - $19.50/hr
We're currently hiring an IT Intern, Project Management to support our Information Services team ... Interested in project management, operations, or IT systems in a healthcare setting * Strong ...
Managing client communications and follow-up with clients' other advisors * Ensuring adherence to ... of CSU Operations SO's - FWS Can generate and review performance reports and present ...
Managing client communications and follow-up with clients' other advisors * Ensuring adherence to ... of CSU Operations SO's - FWS Can generate and review performance reports and present ...
Branch Operations Intern
Raleigh, NC · On-site
$15/hr
Spend time with your Manager and Regional Vice President learning about responsibilities at their ... intern's employment) to gain exposure to the larger Branch Operations division of the company.
Branch Operations Intern
Raleigh, NC · On-site
$15/hr
Spend time with your Manager and Regional Vice President learning about responsibilities at their ... intern's employment) to gain exposure to the larger Branch Operations division of the company.
Branch Operations Intern
Durham, NC · On-site
$15/hr
Spend time with your Manager and Regional Vice President learning about responsibilities at their ... intern's employment) to gain exposure to the larger Branch Operations division of the company.
Branch Operations Intern
Durham, NC · On-site
$15/hr
Spend time with your Manager and Regional Vice President learning about responsibilities at their ... intern's employment) to gain exposure to the larger Branch Operations division of the company.
Branch Operations Intern
Durham, NC · On-site
$15/hr
Spend time with your Manager and Regional Vice President learning about responsibilities at their ... intern's employment) to gain exposure to the larger Branch Operations division of the company.
Branch Operations Intern
Durham, NC · On-site
$15/hr
Spend time with your Manager and Regional Vice President learning about responsibilities at their ... intern's employment) to gain exposure to the larger Branch Operations division of the company.
Spend time with your Manager and Regional Vice President learning about responsibilities at their ... intern's employment) to gain exposure to the larger Branch Operations division of the company.
Spend time with your Manager and Regional Vice President learning about responsibilities at their ... intern's employment) to gain exposure to the larger Branch Operations division of the company.
Branch Operations Intern
Raleigh, NC · On-site
$15/hr
Spend time with your Manager and Regional Vice President learning about responsibilities at their ... intern's employment) to gain exposure to the larger Branch Operations division of the company.
Branch Operations Intern
Raleigh, NC · On-site
$15/hr
Spend time with your Manager and Regional Vice President learning about responsibilities at their ... intern's employment) to gain exposure to the larger Branch Operations division of the company.
Branch Operations Intern
Durham, NC · On-site
$15/hr
Spend time with your Manager and Regional Vice President learning about responsibilities at their ... intern's employment) to gain exposure to the larger Branch Operations division of the company.
Branch Operations Intern
Durham, NC · On-site
$15/hr
Spend time with your Manager and Regional Vice President learning about responsibilities at their ... intern's employment) to gain exposure to the larger Branch Operations division of the company.
This role provides leadership and direction for all Wealth personnel, including trust administration, wealth operations, fiduciary services, and client relationship management. The Director is ...
This role provides leadership and direction for all Wealth personnel, including trust administration, wealth operations, fiduciary services, and client relationship management. The Director is ...
Spend time with your Manager and Regional Vice President learning about responsibilities at their ... intern's employment) to gain exposure to the larger Branch Operations division of the company.
Spend time with your Manager and Regional Vice President learning about responsibilities at their ... intern's employment) to gain exposure to the larger Branch Operations division of the company.
Spend time with your Manager and Regional Vice President learning about responsibilities at their ... intern's employment) to gain exposure to the larger Branch Operations division of the company.
Spend time with your Manager and Regional Vice President learning about responsibilities at their ... intern's employment) to gain exposure to the larger Branch Operations division of the company.
Intern Wealth Management Operations information
See Raleigh, NC salary details
$9.11 - $10.39
4% of jobs
$10.39 - $11.66
3% of jobs
$11.66 - $12.94
3% of jobs
$12.94 - $14.21
11% of jobs
$14.47 is the 25th percentile. Wages below this are outliers.
$14.21 - $15.49
17% of jobs
The median wage is $16.44 / hr.
$15.49 - $16.76
15% of jobs
$16.76 - $18.04
14% of jobs
$18.51 is the 75th percentile. Wages above this are outliers.
$18.04 - $19.31
19% of jobs
$19.31 - $20.58
6% of jobs
$20.58 - $21.86
3% of jobs
$21.86 - $23.13
3% of jobs
$9
$17
$23
How much do intern wealth management operations jobs pay per hour?
As of Jul 14, 2026, the average hourly pay for intern wealth management operations in Raleigh, NC is $17.15, according to ZipRecruiter salary data. Most workers in this role earn between $14.23 and $18.70 per hour, depending on experience, location, and employer.
What does a wealth management intern do?
A wealth management intern supports financial advisors by conducting research, preparing client reports, and assisting with portfolio analysis. They gain exposure to investment strategies, client communication, and financial planning tools during their internship. The role often involves learning about financial products and developing analytical skills in a professional environment.
Can financial advisors make $500,000 a year?
Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, and certifications such as the CFP or CFA, along with a focus on wealth management and investment strategies.
What is the difference between Intern Wealth Management Operations vs Intern Financial Planning?
| Aspect | Intern Wealth Management Operations | Intern Financial Planning |
|---|---|---|
| Required Credentials | Basic finance or business coursework, some certifications optional | Finance, economics, or related coursework, certifications like CFP are less common at internship level |
| Work Environment | Back-office, administrative, supporting transaction processing and compliance | Client-facing, advisory support, assisting in financial plan development |
| Employer & Industry Usage | Used across wealth management firms for operational support | Used in financial advisory firms focusing on client financial planning |
Intern Wealth Management Operations focuses on supporting the backend processes of wealth management, such as transaction processing and compliance, often in a back-office environment. In contrast, Intern Financial Planning involves assisting with client financial plans and may include more client interaction. Both roles are valuable entry points in the wealth management industry but differ in responsibilities and focus areas.
Is it hard to get a wealth management internship?
Securing a wealth management internship can be competitive, often requiring relevant coursework, strong academic performance, and interpersonal skills. Applicants typically need to demonstrate interest in finance, familiarity with financial tools, and sometimes prior experience or certifications like the Series 7 or 63 exams. Strong networking and a professional resume can also improve chances of acceptance.
Is $200,000 enough to work with a financial advisor?
For a Wealth Management Operations intern, $200,000 is generally sufficient to start investing or work with a financial advisor, as many advisors set minimum investment thresholds that can range from a few thousand to several hundred thousand dollars. The amount needed depends on the advisor's policies and the client's financial goals, but $200,000 provides a solid foundation for personalized financial planning and investment management. Interns should also develop skills in financial analysis and client communication to effectively support such services.
What cities near Raleigh, NC are hiring for Intern Wealth Management Operations jobs? Cities near Raleigh, NC with the most Intern Wealth Management Operations job openings:
Full-time
Re-posted 24 days ago
Bank Of America rating
8.2
Based on 520 frontline employees who took The Breakroom Quiz
44th of 149 rated banks
Job description
Job Description:
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.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Required Qualifications:
Desired Qualifications:
Skills:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
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.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
- Possesses advanced industry knowledge and an understanding of investment products
- 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
Desired Qualifications:
- 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
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
What Bank Of America employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998