2025 Wealth Analyst Program

at  Truist Bank

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, YOU’LL 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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THE REQUIREMENTS

• Currently enrolled in a bachelor’s degree program (business or finance preferred) at a 4-year accredited college or university
• 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 relocate

As a Wealth Analyst you will learn numerous aspects of Wealth Management to begin a successful career that includes relationship and practice management, core systems training, knowledge of various wealth strategies that help clients achieve goals, and obtainment of a number of securities licenses/registrations:

• Securities Industry Essentials (SIE)
• Series 7
• Series 66
• Life, Health & Variable Insurance
• Wealth Analysts must obtain securities registrations and insurance licenses within 160 days from orientation completion to continue with the program

Wealth Analysts will also participate in multiple rotations. The 12-to-18-month program includes shadowing experiences with our client-facing relationship management teams within Wealth:

• Financial Advisor - You will spend time with financial advisors understanding how they interact with clients and build their books of business. This includes activities such as client meetings, participating in team meeting with internal/external partners, and gaining an understanding of key investment 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 – You’ll work with Wealth Advisors to gain knowledge on financial planning, sales presentations, and participate in client meetings and internal partner meetings

As a Wealth Analyst you will learn numerous aspects of Wealth Management to begin a successful career that includes relationship and practice management, core systems training, knowledge of various wealth strategies that help clients achieve goals, and obtainment of a number of securities licenses/registrations:

• Securities Industry Essentials (SIE)
• Series 7
• Series 66
• Life, Health & Variable Insurance
• Wealth Analysts must obtain securities registrations and insurance licenses within 160 days from orientation completion to continue with the program.

Wealth Analysts will also participate in multiple rotations. The 12-to-18-month program includes shadowing experiences with our client-facing relationship management teams within Wealth:

• Financial Advisor - You will spend time with financial advisors understanding how they interact with clients and build their books of business. This includes activities such as client meetings, participating in team meeting with internal/external partners, and gaining an understanding of key investment 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 – You’ll work with Wealth Advisors to gain knowledge on financial planning, sales presentations, and participate in client meetings and internal partner meetings.