Investment Analyst : Wealth Management & Client Strategy
Listed on 2026-09-30
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant, Financial Analyst
Truist Wealth is seeking an Investment Analyst to support Investment Managers and the Investment Advisory Group in delivering investment management services to high-net-worth clients. The role involves client onboarding, strategy formulation, and ongoing portfolio review for roughly 100-150 relationships with $1–$2 billion AUM.
You will collaborate on investment decisions, monitor portfolios against policy statements, and assist with daily trading activities while ensuring compliance with Truist
This role is for the Investment Analyst I:
Wealth Management & Client Strategy role at Truist.
Step into the Investment Analyst I:
Wealth Management & Client Strategy role at Truist in WA, United States and grow with us.
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