2027 Wealth Analyst Program (Intern Conversion)

Truist Financial
Atlanta, Charlotte
Workplace: OnsiteInternshipFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Communication","Independent mindset","Self-management","Adaptability","Team collaboration"]

Develop your career in wealth management through a 12-to-18 month rotation-based program featuring core systems training, product knowledge, securities registrations, and insurance licensing. Shadow client-facing wealth teams across multiple rotations, including experiences with Financial Advisors/Consultants, Investment Analysts/Managers, and Wealth Advisors. Build presentation and research skills while learning how to adjust investment mixes based on market conditions, with support from mentors and senior leaders.

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Truist Financial
Truist Financial
1 hour ago

2027 Wealth Analyst Program (Intern Conversion)

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Last checked: 1 hour agoStatus: Live

Job Summary

Develop your career in wealth management through a 12-to-18 month rotation-based program featuring core systems training, product knowledge, securities registrations, and insurance licensing. Shadow client-facing wealth teams across multiple rotations, including experiences with Financial Advisors/Consultants, Investment Analysts/Managers, and Wealth Advisors. Build presentation and research skills while learning how to adjust investment mixes based on market conditions, with support from mentors and senior leaders.
Location: Atlanta, Charlotte
Workplace: Onsite
Employment Type: Internship
Job Function: Administration & Executive Assistance
Seniority: Intern level

Key Responsibilities

  • •Complete required securities registrations and insurance licensing to continue in the program.
  • •Participate in multiple rotations with training in sales, product knowledge, and wealth systems.
  • •Shadow Financial Advisor/Financial Consultant teams to learn client interactions, outbound calls, paperwork, and use of key systems.
  • •Work with Investment Analysts and Investment Managers to learn client presentation creation, industry research, and investment mix adjustments.
  • •Observe Wealth Advisors to understand financial planning, sales presentations, and preparation for client meetings.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •Currently enrolled in a bachelor’s degree program (business or finance preferred) at an accredited college or university.
  • •Overall GPA of 3.0 or above.
  • •Superior written and oral communication abilities.
  • •Independent, entrepreneurial mindset and goal-oriented approach.
  • •Ability to self-manage and collaborate in a fast-paced environment, with flexibility to potentially relocate.
Education:Bachelor's in Business or finance
Skills:CommunicationIndependent mindsetSelf-managementAdaptabilityTeam collaboration
Licenses:Life, Health & Variable (Variable products for Georgia residents)
Certifications:Securities Industry Essentials (SIE)Series 7Series 66Life, Health & Variable
Languages:English

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn