Wealth Analyst Rotation Program with Licensing

Truist Financial; Atlanta (GA); On-site; USD 22,000 - 33,000; Full time

Job summary

Truist Financial invites motivated students to join its Wealth Analyst Internship program in the United States. Analysts learn about core systems, product knowledge, securities registrations, and insurance licensing requirements through structured rotations within Wealth.

The 12‑ to 18‑month program includes shadowing with client-facing teams, hands-on experience in financial planning, and exposure to senior leaders and diverse teams.

Qualifications

• SIE required before start of program
• Additional securities registrations and insurance licenses must be obtained within 130 days from orientation completion

Responsibilities

• Participate in multiple rotations across Wealth, including roles as Financial Advisor/Financial Consultant, Investment Analyst, and Wealth Advisor
• Receive core training on sales, product knowledge and systems within Wealth
• Gain exposure to senior leaders and mentors while building leadership and collaboration skills

Skills

SIE

Series 7

Series 66

Life Health Variable

Education

Bachelor's degree (business or finance)

Job description

Truist Financial invites motivated students to join its Wealth Analyst Internship program in the United States. Analysts learn about core systems, product knowledge, securities registrations, and insurance licensing requirements through structured rotations within Wealth.

The 12‑ to 18‑month program includes shadowing with client-facing teams, hands-on experience in financial planning, and exposure to senior leaders and diverse teams.