2015 - Recensione dipendente - Wealth Planning Consultant presso SunTrust

4,0
22 gen 2023
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

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.

Svantaggi

FEE ONLY was not an option

Esplora altre recensioni su SunTrust

5,0
9 ott 2025
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Team is very supportive and very easy going

Svantaggi

Nothing to say, as I cherished each moment.

5,0
1 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

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

Svantaggi

Opportunities to learn different roles sometimes depended on branch needs.

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