Senior Wealth Planning & Estate Advisor
SunTrust Investment Services, Inc.
SunTrust Investment Services, Inc. in Richmond, Virginia, is seeking an expert to manage High Net Worth client relationships, focusing on comprehensive financial and estate planning. Responsibilities include leading strategy discussions, collaborating with internal teams, and providing actionable advice to clients to enhance financial outcomes. The ideal candidate should possess advanced technical knowledge in financial planning, proven ability to guide clients toward action, and strong interpersonal skills. A Bachelor's degree and relevant professional experience are essential for this role. #J-18808-Ljbffr
Vacancy posted 2 days ago
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