Job Details

Wealth and Estate Planning Strategist

Company name

SunTrust Banks Inc.

Organization Type


Job Type


Date Last Verified

Oct 15,2018

Posted on

Aug 08,2018

Years of Experience

Min 8 yrs required


Atlanta, GA
Practice Area
Finance >> Finance - Banking
Trusts and Estates >> Trusts and Estates
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Wealth and Estate Planning Strategist The candidate will be 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 bank, 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

The candidate should have Bachelor's degree. Must have in-depth skills and knowledge of at least one basic financial planning software platform. Should have at least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent experience. Should have 8 years experience preparing and presenting comprehensive financial plans to clients. mgh advanced knowledge of estate and business planning techniques, taxation, philanthropic planning, and investment analysis. Should have professional communications and presentation skills; able to tailor communicating complex analytical information to fit the client's communication style. Must have very strong time management and planning skills.

Additional info

Job ID : W456407

Company info

Hiring Coordinator
SunTrust Banks Inc.
1155 Peachtree Street
Atlanta, GA 30308

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