2026 Wealth Analyst Program
2026 Wealth Analyst Program
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1 Vacancy
Job Description
The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have a profile with us you can log in to check status.
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
This role is specifically for our Atlanta GA office.
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 orientation completion to continue with the program.
Analysts will participate in multiple rotations and receive core training on sales 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 submitting paperwork 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.
* Wealth Advisor Youll observe Wealth Advisors to gain knowledge on financial planning sales presentations and understand how they prepare for client meetings and collaborate with other partners in Wealth and across the Truist enterprise.
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 othersbased on business needs analyst preference and performance.
The Requirements
* Currently enrolled in a bachelors degree program (business or finance preferred) at an accredited college or university with a graduation date of December 2025-May/June 2026
* Overall GPA of 3.0 or above
* Superior written and oral communication abilities
* Independent entrepreneurial mindset goal-oriented
* Ability to self-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 clients 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 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 Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists 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.
EEO is the LawPay Transparency Nondiscrimination Provision E-Verify
Required Experience:
IC
Employment Type
Full-Time
