2027 Wealth Analyst Program

Truist; Charlotte (NC); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Meaningful Work & Career Experiences

Competitive Compensation & Benefits

Paid Time Off for Volunteering

A Collaborative Work Culture

Job summary

Truist is offering a Wealth Analyst program designed to develop foundational skills in financial services, covering core systems training, product knowledge, securities registrations, and insurance licensing requirements.

Analysts rotate through Financial Advisor, Investment Analyst, and Private Banking Advisor tracks, gaining experience in client meetings, market research, and portfolio adjustments with mentorship and peer support throughout the program.

Qualifications

• Enrolled in a bachelor's degree program with graduation date Dec 2026–May/June 2027.
• Overall GPA of 3.0 or above.
• Superior written and oral communication abilities.
• Independent, entrepreneurial mindset and goal-oriented.
• Ability to manage in a fast-paced environment and collaborate with teams.

Responsibilities

• Participate in rotations with Wealth teams to learn relationship management and product knowledge.
• Shadow and support Financial Advisor/Financial Consultant activities to build client book.
• Engage with Investment Analysts and Private Banking Advisors to understand investment mixes and client meetings.

Skills

Communication

Analytical thinking

Client relations

Relocation flexibility

Education

Bachelor's degree in business or finance

Job description

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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ([e-mail]?subject=Accommodation%20request)

(accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Role

As a Wealth Analyst you will learn about all aspects to begin a successful career in financial services that includes core systems training, product knowledge, securities registrations, and insurance licensing requirements.

Securities Industry Essentials (SIE)

Series 7

Series 66

Life, Health & Variable (Variable products for Georgia residents)

*Analysts must obtain SIE prior to the start of the program. Additional securities registrations and insurance licenses must be obtained within 130 days from start date to continue with the program.

Analysts will participate in multiple rotations, and receive core training on relationship management, product knowledge and systems within Wealth. The 12-to-18-month program includes multiple shadowing experiences with our client-facing relationship management teams within Wealth:

Financial Advisor/Financial Consultant - You will spend time with financial advisors understanding how they interact with clients and build their book of business. This includes activities such as client meetings, making effective outbound calls, and working within key systems.

Investment Analyst - You will spend time with Investment Analysts and Investment Managers to gain an understanding of how to create client presentations, conduct industry research, and make changes to investment mixes based on the current market.

Private Banking Advisor - You'll observe Private Banking Advisors to gain knowledge and understand how they prepare for client meetings with financial advisor teams, collaborate with other internal partners and deepen deposit and lending relationships.

What to Expect

Throughout your time as a Wealth Analyst, you will expand your leadership and collaborative team skills, while gaining industry and technical knowledge. Our program also offers vast exposure to senior leaders within Wealth, a support network of mentors and peers, and the chance to join the close-knit Wealth community.

Upon program completion, analysts who meet performance requirements may be placed in one of the Wealth roles mentioned above, as well as others?based on business needs, analyst preference and performance.

The Requirements

Currently enrolled in a bachelor's degree program (business or finance preferred) at an accredited college or university with a graduation date of December 2026-May/June 2027

Overall GPA of 3.0 or above

Superior written and oral communication abilities

Independent, entrepreneurial mindset, goal-oriented

Ability to manage, adapt to a fast-paced environment, collaborate well with teams

Flexibility to potentially relocate

A Great Place to Work

Welcome to Truist, where we are driven by purpose and a personal touch. We are passionate about inspiring and building better lives and communities. We strongly believe in helping clients, teammates and communities achieve financial confidence.

We also foster confidence in our teammates through our One Team mindset and strong entrepreneurial spirit. From our headquarters in Charlotte, to our offices and branches across our footprint, we promote ongoing interaction between our most senior professionals and teammates of all levels.

Together, we can build a dynamic and collaborative work environment that encourages and rewards - you can take an active role in helping our clients and communities consistently achieve their goals. Being part of Truist allows you will have the opportunity to make a direct impact early in your career.

With over 275 years of combined history, we are one of the top 10 banks in the United States, and pride ourselves on the career development of our teammates. We offer large firm capabilities in a small firm culture and deeply value our vibrant workplace that reflects the richness and diversity of the many communities we serve, where each professional is recognized as a core contributor to our client's success.

At a Glance

Meaningful Work & Career Experiences

Competitive Compensation & Benefits

Paid Time Off for Volunteering

A Collaborative Work Culture

Deep commitment to both teammate and community development

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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