Senior Wealth Strategist: HNW Estate & Tax Planning
SunTrust Investment Services, Inc.
SunTrust Investment Services, Inc. is looking for an experienced financial planner in the Town of Florida, New York. The role focuses on advanced estate and financial planning for clients with $10MM+ in assets, driving positive outcomes and enhancing client retention. Key responsibilities include delivering complex financial advice and maintaining compliance with internal policies. Applicants should have a Bachelor's degree and preferably a JD, LLM, MSFS, CFP, or CPA. Strong interpersonal skills and a minimum of ten years experience in financial planning are preferred. #J-18808-Ljbffr
Vacancy posted 20 hours ago
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