2027 Wealth Analyst Program (Intern Conversion)

This requisition is open to 2026 Truist Interns only. Applicants who were not 2026 Truist interns will not be considered.

About the Role

As a Wealth Analyst, you will learn about all aspects to begin a successful career in financial services, including 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 the 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 shadowing experiences with client-facing relationship management teams:

• Financial Advisor/Financial Consultant – You will spend time with financial advisors understanding how they interact with clients and build their book of business, including client meetings, outbound calls, paperwork, and key systems.
• Investment Analyst – You will spend time with Investment Analysts and Investment Managers to learn how to create client presentations, conduct industry research, and adjust investment mixes based on market conditions.
• Wealth Advisor – You’ll observe Wealth Advisors to gain knowledge on financial planning, sales presentations, client meeting preparation, and collaboration with partners across Truist.

Throughout the program, you will expand leadership and teamwork skills while gaining industry and technical knowledge. The program offers exposure to senior leaders, a support network of mentors and peers, and integration into the Wealth community. Upon completion, analysts who meet performance requirements may be placed in Wealth roles based on business needs, preference, and performance.

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; goal-oriented
• Ability to self-manage, adapt to a fast-paced environment, and collaborate well with teams
• Flexibility to potentially relocate

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though specific eligibility may vary by division. Truist offers:

• Medical, dental, vision, life insurance, and disability coverage
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts and a 401k plan
• No less than 10 days of vacation (prorated based on hire date and full-time/part-time status) during the first year, plus 10 sick days and paid holidays
• Depending on the position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

Work Shift: 1st shift (United States of America)