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Senior Wealth Strategist: HNW Estate & Tax Planning

SunTrust Investment Services, Inc.

Fort Lauderdale, FL

SunTrust Investment Services, Inc. is seeking a specialized financial planner in Fort Lauderdale, Florida. The role involves delivering advanced financial planning and wealth management advice to high-net-worth clients with significant assets. Ideal candidates will have strong financial technical knowledge and proven client engagement skills. You will be responsible for developing comprehensive analyses and presenting insightful solutions, ensuring adherence to compliance regulations while collaborating with other professionals to enhance client outcomes. Join a dynamic team and contribute to driving positive client relationships and retention. #J-18808-Ljbffr

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Vacancy posted 2 days ago
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