PWM investment strategist 2 jobs with SunTrust Banks

As part of our team of specialists within the Investment Advisory Group (IAG), the Investment Strategist is responsible for helping Client Advisors win new clients and to deepen and strengthen existin

As part of our team of specialists within the Investment Advisory Group (IAG), the Investment Strategist is responsible for helping Client Advisors win new clients and to deepen and strengthen existin

new business meetings and client administrative and investment review sessions. The Strategist may need to address plan design, regulatory or legal aspects of the 401k relationship as well as be requi

to junior Investment Associates. Basic Qualifications : Series 7 and 63 licenses. 4 years professional administrative experience, including 1 year of experience in the securities industry.

equivalent work experience. 5 years experience in financial services with experience as a business consultant and/or strategist with project management, financial analysis and strategy development. Pr

select professional firms, managing a portfolio of approximately 50-100 clients. Proactively provides risk and investment management, strategic asset allocation, and financial and multi-generational e

Investment Banking, Brokerage, HR Employment law, Banking Regs., Technology Security, and Community Development etc.) 10 years compliance experience in banking or financial service industry and

portfolio to support client investment and core renewal projects within the portfolio. This role ensures that planning, delivery, and activities are managed for test services within the portfolio, as

credit, and investments Develop new and expand existing mass affluent and business client relationships Partner with Branch teammates and line of business partners in assigned branches to identify...

credit, and investments Develop new and expand existing mass affluent and business client relationships Partner with Branch teammates and line of business partners in assigned branches to identify...