Wealth Management Analyst - Private Bank

Private Bank Rotational Program

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for developing foundational skills and knowledge to launch a successful career within the Private Bank (PB) through a structured rotational program. Key responsibilities include working directly with a client team, participating in hands-on assignments, and completing 12-24 months of targeted training and development. Job expectations include actively engaging in formal training sessions, learning about the company's structure and offerings, and building relationships through networking opportunities across the organization.

Responsibilities :

• Participates in structured training and skills-based programming to build knowledge of Wealth Management products and services
• Supports new business development efforts through prospect research, pipeline tracking, and client engagement activities
• Manages execution of client service activities including onboarding, account openings, and asset transfers
• Responds to client inquiries and collaborates with internal teams and specialists to deliver integrated service
• Processes account maintenance tasks such as deposits, transfers, and trust accounting transactions
• Conducts research projects to support client needs and maintain industry reports and insights
• Coordinates account-related tasks with trading, operations, and client service teams to ensure seamless delivery

Skills :

Minimum Education Requirement : Bachelor's degree in related field

Shift : 1st shift (United States of America)

Hours Per Week : 40

Pay range $89,900.00 - $95,000.00 annualized salary, offers to be determined based on experience, education, and skill set. Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and / or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.