Truist Financial

Fiduciary, Investments, and Planning (FIP) Intern

Truist Financial

Atlanta, GA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Truist Financial is seeking a motivated and detail-oriented individual to join our team as a Fiduciary, Investments, and Planning (FIP) Intern. This is a great opportunity for a passionate individual to learn the ins and outs of our FIP operations and develop essential business skills. The ideal candidate will possess a driven attitude, excellent organizational and communication skills, and a strong interest in the financial industry.This position requires a combination of strong analytical, problem-solving, and organizational skills. The successful candidate should have a Bachelor’s degree in Business, Finance, Accounting, or related field, as well as 1-2 years of experience in the financial services industry or a related field. Knowledge of fiduciary and investment practices, regulations, and procedures is also preferred. Additionally, the candidate should have a comprehensive understanding of software and technology, and the ability to work in a fast-paced environment.If you are interested in this exciting opportunity and meet the qualifications, we look forward to receiving your application.

Responsibilities:

  1. Analyze financial and fiduciary data and develop reports to identify trends and suggest solutions.
  2. Assist in the development and implementation of FIP strategies and plans.
  3. Monitor market conditions and proposed regulations to ensure compliance with applicable laws and regulations.
  4. Develop and maintain relationships with clients and other stakeholders.
  5. Prepare presentations and reports to present to internal and external stakeholders.
  6. Assist in the development of new products and services.
  7. Perform research to identify potential investments and opportunities.
  8. Assist in the preparation of financial statements and other documents.
  9. Utilize software programs and technology to analyze data and generate reports.
  10. Maintain accurate records of transactions and portfolio performance.
Where is this job?
This job is located at Atlanta, GA, USA
Job Qualifications
  • Excellent Communication Skills

  • Proficiency In Microsoft Office Suite

  • Analytical And Problem-Solving Skills

  • Bachelor's Degree In Finance Or Related Field

  • Strong Organizational Skills

  • Ability To Take Initiative

  • Knowledge Of Financial Planning Principles

  • Experience With Financial Planning Software

Required Skills
  • Accounting

  • Research

  • Planning

  • Communication

  • Reporting

  • Compliance

  • Modeling

  • Collaboration

  • organizing

  • Client Relations

  • Problem-Solving

  • Investing

  • Analyzing

  • Financial

  • Fiduciary

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • flexibility

  • Critical thinking

  • Teamwork

Compensation

According to JobzMall, the average salary range for a Fiduciary, Investments, and Planning (FIP) Intern in Atlanta, GA, USA is $16.50 to $21.00 per hour. This range may vary depending on the particular employer and experience of the candidate.

Additional Information
Truist Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedOctober 2nd, 2023
Apply BeforeMay 22nd, 2025
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About Truist Financial

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.

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