2015 - werkgeversreview Wealth Planning Consultant bij SunTrust

4,0
22 jan 2023
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Great experience coaching relationship managers, using our proprietary planning tool, on how to create a financial plan which included: managing the data input, understanding the output and addressing cross-selling opportunities for both products and services.

Minpunten

FEE ONLY was not an option

Ontdek andere reviews over SunTrust

5,0
9 okt 2025
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Team is very supportive and very easy going

Minpunten

Nothing to say, as I cherished each moment.

5,0
1 jun 2026
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

It is a great place to work. They prepare you well in training.

Minpunten

Opportunities to learn different roles sometimes depended on branch needs.

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