2015 - Wealth Planning Consultant bei SunTrust: Mitarbeiterbewertung

4,0
22. Jan. 2023
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CEO-Befürwortung
Geschäftsprognose

Pros

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.

Kontras

FEE ONLY was not an option

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5,0
9. Okt. 2025
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CEO-Befürwortung
Geschäftsprognose

Pros

Team is very supportive and very easy going

Kontras

Nothing to say, as I cherished each moment.

5,0
1. Juni 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

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

Kontras

Opportunities to learn different roles sometimes depended on branch needs.

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