Support PDF,DOC,DOCX,TXT,XLS,WPD,HTM,HTML fils up to 5MB
Years of Experience
Date Last Verified
ProfileWealth and Estate Planning Strategist, Private Wealth Management Duties: Responsible for utilizing complex financial planning and estate planning techniques to drive new business revenue and enhance retention within the regional field teams. Leverages and sources internal and external resources and centers of influence to acquire new clients. Presents compelling value proposition for SunTrust, financial and estate planning and the Private Wealth Management process. Complex diagnostic and review of financial and estate planning documents and circumstances leading to a comprehensive analysis, diagnosis and solution presentation in conjunction with the wealth and field teams. Directly measured against the ability to attract, retain, and drive new and retention business through partnership with the wealth and field teams. Exhibits and expands upon the core competencies of the financial planner job family.
Qualification and Experience
Qualifications: Bachelor’s Degree. Either of the following: JD Degree , LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent experience. 8 years' experience preparing and presenting comprehensive financial plans to clients. Advanced knowledge of estate and business planning techniques, taxation, philanthropic planning, and investment analysis. Demonstrates ability to work as a contributing team member in a matrix environment. Professional communications 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. In-depth skills and knowledge of at least one basic financial planning software platform.