Job Details

Estate Advisor-Private Wealth Management

Company name

SunTrust Banks Inc.

Organization Type

In-House

Job Type

Attorney

Years of Experience

Min 5 yrs required

Location

Nashville, TN

Date Last Verified

Feb 15,2018

Posted on

Feb 14,2018
Practice Area
Trusts and Estates >> Trusts and Estates
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Profile

Estate Advisor-Private Wealth Management Duties: Administer estates and interim trusts for our Private Wealth and Premier Banking clients. Handles estate relationships, usually consisting of a multi-entity strategy implementing the most sophisticated estate planning techniques in difficult and dynamic family relationships. May involve multiple trusts, partnerships, LLCs or corporate structures, in addition to sophisticated gifting strategies for multi-generational family situations or split marriage arrangements. May be involved in the creation, implementation and administration of the entities and structures proposed or operated. Assist Regional Trust Advisors and Client Advisors, working with financial planners and investment strategists, to attain sales and investment production goals.

Qualification and Experience

Qualifications: Bachelor degree. Has obtained or is working toward an advanced degree or license/certification (e.g. JD, MBA, CPA, CTFA or CFP). 5 years of fiduciary experience with a superior foundation in trust/estate administration or related field. Has developed a distinct specialty in some area of estate planning. Knowledgeable in all facets of fiduciary administration, document interpretation, and the legal and regulatory framework within which the specialty is required to operate.

Additional info

Job ID: W448751

Company info

Hiring Coordinator
SunTrust Banks Inc.
401 Commerce Street
Nashville, TN 37219

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