Wealth Analyst Rotational Program — Training & Licenses

Truist; Atlanta (GA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive pay and benefits

Paid time off for volunteering

Collaborative work culture

Job summary

Truist seeks a Wealth Analyst in the United States, starting with core training on systems, products and licensing requirements. You will rotate through Financial Advisor, Investment Analyst and Private Banking Advisor tracks to gain broad exposure to client relationships and investment management.

You must be enrolled in a bachelor’s degree program with strong communication skills and an entrepreneurial mindset, ready to relocate if needed and commit to the development path within Wealth.

Qualifications

• Required: Securities Industry Essentials (SIE) before start.
• Series 7 and Series 66 registrations required within 130 days from start date.
• Licenses for Life, Health & Variable products applicable to Georgia residents.

Responsibilities

• Participate in multiple rotations across Wealth, building client relationships and product knowledge.
• Shadow Wealth leadership and support teams to learn relationship management and systems.
• Develop presentation and investment analysis skills through hands-on exposure.

Skills

Communication skills

Entrepreneurial mindset

Adaptability

Team collaboration

Education

SIE Certification

Series 7 license

Series 66 license

Life/Health/Variable licenses (GA residents)

Job description

Truist seeks a Wealth Analyst in the United States, starting with core training on systems, products and licensing requirements. You will rotate through Financial Advisor, Investment Analyst and Private Banking Advisor tracks to gain broad exposure to client relationships and investment management.

You must be enrolled in a bachelor’s degree program with strong communication skills and an entrepreneurial mindset, ready to relocate if needed and commit to the development path within Wealth.