Wealth Analyst – Financial Services Training

Job Description

2027 Wealth Analyst Program | Truist

The Tone:
This is a regular, full-time program within Truist, one of the top 10 banks in the United States, which is driven by a purpose to inspire and build better lives and communities. The organization prides itself on its 275 years of combined history, fostering financial confidence in clients, teammates, and communities. This role offers an invaluable opportunity for aspiring financial professionals to embark on a successful career, making a direct impact while gaining comprehensive industry knowledge and developing leadership skills within a collaborative environment that values diversity and career growth.

The TL;DR
• Role: Program
• Type: Regular
• Location: In-person, United States (relocation possible)

• Team: Wealth division, working with client-facing relationship management teams.
• Mission: To learn all aspects of financial services and prepare for a successful career in various Wealth roles by gaining core systems training, product knowledge, and practical experience.
• Tech Stack:

What You’ll Actually Do
• Learn Core Systems: Gain foundational understanding and training on core systems, product knowledge, securities registrations, and insurance licensing required for a career in financial services.
• Obtain Certifications: Acquire the Securities Industry Essentials (SIE) prior to the program start, and successfully secure the Series 7, Series 66, and Life, Health & Variable licenses within 130 days of the start date.
• Participate in Rotations: Engage in multiple rotations and receive core training focused on relationship management, product knowledge, and systems within the Wealth division.
• Shadow Client-Facing Teams: Observe and learn from Financial Advisors, Investment Analysts, and Private Banking Advisors through shadowing experiences, understanding client interactions, business development, industry research, and relationship deepening.
• Develop Professional Skills: Expand leadership, collaborative team skills, and gain industry and technical knowledge through program experiences, with exposure to senior leaders and a supportive network.

The Must-Haves
• Background: Currently enrolled in a bachelor’s degree program with a graduation date of December 2026-May/June 2027.
• Experience: An overall GPA of 3.0 or above, coupled with the ability to manage and adapt to a fast-paced environment and collaborate effectively with teams.
• Skills: Superior written and oral communication abilities, an independent and entrepreneurial mindset, and a goal-oriented approach.
• Bonus: A bachelor’s degree program with a business or finance preference is advantageous, along with flexibility to potentially relocate.