Wealth Analyst Rotational 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

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.