Senior Wealth Planner, Private Wealth Management (Orlando, FL) - SunTrust - Orlando, FL

Senior Wealth Planner, Private Wealth Management (Orlando, FL) - SunTrust - Orlando, FL -

Senior Wealth Planner, Private Wealth Management (Orlando, FL)-W422478 Description Liable for offering monetary planning consulting and help to the Wealth groups. Monetary Planner develops monetary plans and conducts shopper interviews as a part of built-in workforce. Ensures excessive-high quality knowledge assortment, evaluation and compilation, and prepares plan shows and shopper seminars. Accompanies workforce members to shopper conferences. Completes monetary plans in accordance with manufacturing and high quality expectations and adheres to associated procedures and protocols. Screens and tracks shopper revenues associated to monetary planning work and companions with shopper staff to make sure alternatives are maximized. Participates in teaching/mentoring planning assistants. Present Collection 7 & 65 or 66 most popular or should acquire inside 6 months of rent. Works with the group’s extra complicated and shoppers (as much as $30MM internet value). Develops new shoppers with inner companions in addition to from exterior sources & facilities of affect. Companions with relationship managers in the course of the consultative and planning course of with the shopper. Supplies a complicated degree of monetary planning experience. Might function a technical professional for a selected specialty or sort of service. Satisfies regulatory necessities for holding the place, together with decided by SunTrust to satisfy the qualification requirements imposed by the Mortgage Originator Compensation rule of the Fact in Lending Act. Qualifications Primary Necessities: eight years expertise getting ready and presenting complete monetary plans to shoppers Superior information of property and enterprise planning methods, taxation, philanthropic planning, and funding evaluation Demonstrates means to work as a contributing group member in a matrix setting Skilled communications and presentation expertise; capable of tailor speaking complicated analytical info to suit the shopper’s communication fashion Very robust time management and planning expertise Nicely organized and versatile; capable of adapt to vary in addition to decide and concentrate on prime priorities in a quick-paced surroundings with a number of priorities Bachelor’s diploma In-depth expertise and information of no less than one primary monetary planning software program platform At the very least one of many following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equal expertise Job: Private Wealth Management Main Location: FL-Orlando / Central FL Space Work Places: SunTrust Plaza Department/Workplace (Winter Park) 400 Park Avenue South Winter Park 32789 Schedule: Full-time Equal Alternative Employer SunTrust helps a various workforce and is a Drug Testing and Equal Alternative Employer and doesn’t discriminate towards people on the idea of race, gender, shade, faith, nationwide origin, age, incapacity, veteran standing or different classification protected by regulation. EEO Poster

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SunTrust Financial institution, Inc

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