Experience:
3-5 years of experience
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Employment Type:
Full time
Posted:
8/15/2017
Job Category:
Finance
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Wealth Planner, Private Wealth Management (mulitple locations)
Suntrust Banks, Inc. | Charlotte, North Carolina
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Job Description

Wealth Planner, Private Wealth Management (mulitple locations)-W442552

Description

Responsible for providing financial planning consulting and support to the Wealth teams.

Financial Planner develops financial plans and conducts client interviews as part of integrated team. Ensures high-quality data collection, analysis and compilation, and prepares plan presentations and client seminars. Accompanies team members to client meetings. Completes financial plans in accordance with production and quality expectations and adheres to related procedures and protocols. Monitors and tracks client revenues related to financial planning work and partners with client team to ensure opportunities are maximized. Participates in coaching/mentoring planning assistants. Current Series 7 & 65 or 66 preferred or must obtain within 6 months of hire.

Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.

Qualifications

Basic Requirements:

• 4 years experience preparing and presenting financial plans to clients
• Basic knowledge of estate planning and strong knowledge of other specialized financial planning disciplines including taxation, philanthropic planning, and investment analysis
• Strong oral, written and presentation skills; able to tailor communicating complex analytical information to fit the client's communication style
• Very strong time management and planning skills
• Well organized and flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities
• Bachelor's degree and CFP required

Preferred Requirements:

• Word, Excel and Power Point skills preferred
• Advanced degree, CPA, JD or CFA preferred

Job:Private Wealth Management
Primary Location: NC-Charlotte/Mecklenburg Area
Work Locations: Sharon Square

4777 Sharon Rd

Charlotte 28210

Schedule:Full-time

Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.

To review the EEO Poster, copy and paste the following link into your brower: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf

About Suntrust Banks, Inc.

SunTrust Banks, Inc. (SunTrust) primarily operates as a financial services holding company. Through its principal banking subsidiary, SunTrust Bank (the Bank), the Company provides deposit, credit, and trust and investment services. Through its subsidiaries, SunTrust also provides mortgage banking, credit-related insurance, asset management, securities brokerage and capital market services. The Company operates in five business segments: Retail, Commercial, Corporate and Investment Banking (CIB), Wealth and Investment Management, and Mortgage. The Bank operates primarily in Florida, Georgia, Maryland, North Carolina, South Carolina, Tennessee, Virginia and the District of Columbia. SunTrust provides clients with a selection of technology based banking channels, including the Internet, automated teller machines (ATMs), personal computers and around-the-clock telebanking. In May 2008, SunTrust completed the acquisition of GB&T Bancshares, Inc.

This company profile was created by AfterCollege and is about Suntrust Banks, Inc.. This page is not endorsed by or affiliated with Suntrust Banks, Inc.. For questions regarding company profiles, please email: care@aftercollege.com.