{"schemaVersion":"jobsearcher.job.v1","id":"ed9ab7e45e911fdfaea6c96d","url":"https://jobsearcher.com/jobs/ed9ab7e45e911fdfaea6c96d","canonicalUrl":"https://jobsearcher.com/jobs/ed9ab7e45e911fdfaea6c96d","title":"2027 Wealth Analyst Program (Intern Conversion)","description":"Role summary This is an intern conversion program for 2026 Truist Interns to transition into a Wealth Analyst role. The program offers comprehensive training in financial services, including core systems, product knowledge, and obtaining necessary securities registrations (SIE, Series 7, Series 66) and insurance licenses within 130 days. Analysts will rotate through various client-facing roles, shadowing Financial Advisors, Investment Analysts, and Wealth Advisors to learn about client interaction, investment strategies, financial planning, and sales presentations. The program aims to develop leadership and collaborative skills, providing exposure to senior leaders and mentors. Upon successful completion, analysts may be placed in full-time Wealth roles based on performance and business needs.\nRegular or Temporary Regular\nLanguage Fluency English (Required)\nWork Shift 1st shift (United States of America)\nPlease review the following job description This requisition is open to 2026 Truist Interns only. Applicants who were not 2026 Truist interns will not be considered.\nRequisitions open to other external candidates will be posted at a later date if additional positions remain open for the Wealth Analyst Program.\nThe 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.\nSecurities Industry Essentials (SIE)\nSeries 7\nSeries 66\nLife, Health & Variable (Variable products for Georgia residents)\nAnalysts 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.\nAnalysts 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:\nFinancial 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.\nInvestment 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.\nWealth Advisor – You’ll 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.\nWhat 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.\nUpon 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.\nThe Requirements This requisition is open to 2026 Truist Interns only. Applicants who were not 2026 Truist interns will not be considered.\nCurrently enrolled in a bachelor’s degree program (business or finance preferred) at an accredited college or university\nOverall GPA of 3.0 or above\nSuperior written and oral communication abilities\nIndependent, entrepreneurial mindset, goal-oriented\nAbility to self-manage, adapt to a fast-paced environment, collaborate well with teams\nFlexibility to potentially relocate\nA 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.\nWe 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.\nTogether, 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.\nWith 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.\nAt a Glance Meaningful Work & Career Experiences\nCompetitive Compensation & Benefits\nPaid Time Off for Volunteering\nA Collaborative Work Culture\nDeep commitment to both teammate and community development\nGeneral 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 position.Truist 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 Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s 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.\nTruist 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.\nTruist is a Drug Free Workplace.\nEEO is the Law E-Verify IER Right to Work.\nAbout Truist A major U.S. commercial bank, formed from the merger of BB&T and SunTrust, offering retail, commercial, corporate, and investment banking services.\nFind people at Truist who share your work or school history.\nGet personalized questions, sample answers from your experience, and know what each round tests.\n\n#J-18808-Ljbffr","company":"Socket","rawCompany":"socket","city":"Atlanta","state":"GA","isRemote":false,"isActive":true,"createdAt":"2026-08-14T03:20:41.151Z","occupations":[{"code":"13-2051.00","title":"Financial and Investment Analysts","slug":"financial-and-investment-analysts"},{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"2027 Wealth Analyst Program (Intern Conversion)","description":"Role summary This is an intern conversion program for 2026 Truist Interns to transition into a Wealth Analyst role. The program offers comprehensive training in financial services, including core systems, product knowledge, and obtaining necessary securities registrations (SIE, Series 7, Series 66) and insurance licenses within 130 days. Analysts will rotate through various client-facing roles, shadowing Financial Advisors, Investment Analysts, and Wealth Advisors to learn about client interaction, investment strategies, financial planning, and sales presentations. The program aims to develop leadership and collaborative skills, providing exposure to senior leaders and mentors. Upon successful completion, analysts may be placed in full-time Wealth roles based on performance and business needs.\nRegular or Temporary Regular\nLanguage Fluency English (Required)\nWork Shift 1st shift (United States of America)\nPlease review the following job description This requisition is open to 2026 Truist Interns only. Applicants who were not 2026 Truist interns will not be considered.\nRequisitions open to other external candidates will be posted at a later date if additional positions remain open for the Wealth Analyst Program.\nThe 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.\nSecurities Industry Essentials (SIE)\nSeries 7\nSeries 66\nLife, Health & Variable (Variable products for Georgia residents)\nAnalysts 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.\nAnalysts 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:\nFinancial 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.\nInvestment 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.\nWealth Advisor – You’ll 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.\nWhat 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.\nUpon 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.\nThe Requirements This requisition is open to 2026 Truist Interns only. Applicants who were not 2026 Truist interns will not be considered.\nCurrently enrolled in a bachelor’s degree program (business or finance preferred) at an accredited college or university\nOverall GPA of 3.0 or above\nSuperior written and oral communication abilities\nIndependent, entrepreneurial mindset, goal-oriented\nAbility to self-manage, adapt to a fast-paced environment, collaborate well with teams\nFlexibility to potentially relocate\nA 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.\nWe 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.\nTogether, 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.\nWith 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.\nAt a Glance Meaningful Work & Career Experiences\nCompetitive Compensation & Benefits\nPaid Time Off for Volunteering\nA Collaborative Work Culture\nDeep commitment to both teammate and community development\nGeneral 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 position.Truist 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 Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s 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.\nTruist 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.\nTruist is a Drug Free Workplace.\nEEO is the Law E-Verify IER Right to Work.\nAbout Truist A major U.S. commercial bank, formed from the merger of BB&T and SunTrust, offering retail, commercial, corporate, and investment banking services.\nFind people at Truist who share your work or school history.\nGet personalized questions, sample answers from your experience, and know what each round tests.\n\n#J-18808-Ljbffr","datePosted":"2026-08-14T03:20:41.151Z","dateModified":"2026-08-14T03:20:41.151Z","hiringOrganization":{"@type":"Organization","name":"Socket","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Atlanta","addressRegion":"GA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"ed9ab7e45e911fdfaea6c96d"},"url":"https://jobsearcher.com/jobs/ed9ab7e45e911fdfaea6c96d"}}