2015 - Wealth Planning Consultant SunTrust Employee Review

4.0
22 Jan 2023
Recommend
CEO approval
Business outlook

Pros

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.

Cons

FEE ONLY was not an option

Explore other reviews about SunTrust

5.0
1 Jun 2026
Recommend
CEO approval
Business outlook

Pros

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

Cons

Opportunities to learn different roles sometimes depended on branch needs.

3.0
9 Apr 2026
Recommend
CEO approval
Business outlook

Pros

Off location training was very good.

Cons

Advancement, salary, quotas. Inexperienced leadership

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