2015 - Wealth Planning Consultant SunTrust Employee Review

4.0
Jan 22, 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
Oct 9, 2025
Recommend
CEO approval
Business Outlook

Pros

Team is very supportive and very easy going

Cons

Nothing to say, as I cherished each moment.

5.0
Jun 1, 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.

See reviews by: Helpful|Rating|Date|All