2027 Wealth Analyst Program

The Role

As a Wealth Analyst, you will learn about all aspects of financial services to begin a successful career. This 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 start date to continue with the program.

Analysts will participate in multiple rotations and receive core training on relationship management, 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 – Spend time with financial advisors to understand how they interact with clients and build their book of business. This includes client meetings, effective outbound calls, and working within key systems.
• Investment Analyst – Spend time with Investment Analysts and Investment Managers to gain an understanding of creating client presentations, conducting industry research, and making changes to investment mixes based on the current market.
• Private Banking Advisor – Observe Private Banking Advisors to gain knowledge and understand how they prepare for client meetings with financial advisor teams, collaborate with internal partners, and deepen deposit and lending relationships.

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 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 others, based on business needs, analyst preference, and performance.

The Requirements

• Currently enrolled in a bachelor's degree program (business or finance preferred) at an accredited college or university with a graduation date of December 2026 to May/June 2027
• Overall GPA of 3.0 or above
• Superior written and oral communication abilities
• Independent, entrepreneurial mindset, goal-oriented
• Ability to manage and adapt to a fast-paced environment, collaborate well with teams
• Flexibility to potentially relocate

About Truist

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 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 client's 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