2015 - Avis employé Wealth Planning Consultant SunTrust

4,0
22 janv. 2023
Recommande
Approbation du PDG
Perspective commerciale

Avantages

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.

Inconvénients

FEE ONLY was not an option

Découvrez plus d’avis sur SunTrust

5,0
9 oct. 2025
Recommande
Approbation du PDG
Perspective commerciale

Avantages

Team is very supportive and very easy going

Inconvénients

Nothing to say, as I cherished each moment.

5,0
1 juin 2026
Recommande
Approbation du PDG
Perspective commerciale

Avantages

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

Inconvénients

Opportunities to learn different roles sometimes depended on branch needs.

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