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2023 Wealth Analyst

Company: Truist Financial Corporation
Location: Atlanta
Posted on: September 24, 2022

Job Description:

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to or call 877-891-2510 (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:The RoleAs 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.--- Securities Industry Essentials (SIE)--- Series 7--- Series 63--- Series 65--- Life, Health & Variable*Analysts must obtain securities registrations and insurance licenses within 160 days from orientation completion to continue with the program.Analysts will also have the opportunity to participate in multiple role rotations within Wealth. The 18 to 24-month program includes multiple mini rotations, and focuses on 4 three-month rotations within Wealth:

  • Financial 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.
  • Investment Analyst - You will spend time with Investment Analysts and Investment Managers learning how to create client presentations, conduct industry research, and understand how to make changes to investment mixes based on the current market.
  • Wealth Advisor - You'll work with Wealth Advisors assisting with financial planning, creating sales presentations, helping to prepare for client meetings by conducting research and other assigned activities.
  • Project Management - You will be assigned to various teams across Wealth to help with projects that help transform and move our business forward.What to ExpectThroughout your time as a Wealth Analyst, you will play a meaningful role in supporting internal business partners and external clients. 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.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
    • 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 potentially relocateA Great Place to WorkWelcome 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. That's why we launched the onUp Movement-to inspire everyone to take a step toward financial confidence.We also foster confidence in our teammates through our OneTeam 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 will have 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 and every 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 developmentTruist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Keywords: Truist Financial Corporation, Atlanta , 2023 Wealth Analyst, Professions , Atlanta, Georgia

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