Wealth Analyst

Job Description

2027 Wealth Analyst Program | Truist

The Tone:
This is a regular position within Truist’s 2027 Wealth Analyst Program, likely based in Charlotte, NC, given the company’s headquarters. Truist is one of the top 10 banks in the United States, with over 275 years of combined history, driven by a purpose to inspire and build better lives and communities. This program is crucial for developing future financial services professionals, providing comprehensive training, essential licensing, and diverse exposure across wealth management functions to prepare analysts for successful careers and make a direct impact early on.

The TL;DR
• Role: Internship
• Type: Regular
• Location: In-person, Charlotte, NC

• Team: Wealth division, collaborating with Financial Advisor, Investment Analyst, and Private Banking Advisor teams.
• Mission: Learn all aspects to begin a successful career in financial services, obtaining necessary licenses and experiencing various wealth management functions.

What You’ll Actually Do
• Learn foundational aspects of a financial services career, including core systems, product knowledge, securities registrations, and insurance licensing requirements.
• Obtain essential industry licenses, including the SIE prior to program start, and Series 7, Series 66, and Life, Health & Variable licenses within 130 days.
• Participate in multiple rotations, receiving core training in relationship management, product knowledge, and systems within the Wealth division.
• Shadow client-facing teams such as Financial Advisors, Investment Analysts, and Private Banking Advisors to understand client interaction, research, and relationship deepening.
• Expand leadership and collaborative team skills, gaining industry and technical knowledge through vast exposure to senior leaders and a support network.

The Must-Haves
• Background: Currently enrolled in a bachelor’s degree program, preferably in business or finance, at an accredited college or university, with a graduation date of December 2026-May/June 2027. This is an entry-level program.
• Experience: No specific prior work experience is required, as this is an early-career program for current students. Candidates must possess an overall GPA of 3.0 or above.
• Skills: Superior written and oral communication abilities, an independent and entrepreneurial mindset, goal-orientation, and the ability to manage and adapt to a fast-paced environment while collaborating effectively with teams.
• Bonus: Flexibility to potentially relocate for future roles upon program completion.