Elite Private Wealth Advisor — Growth & Client Partnerships

Trustmark Bank; Houston (TX); On-site; USD 75,000 - 120,000; Full time

Job summary

Trustmark Bank is seeking a Wealth Advisor in Houston, Texas, responsible for designing and delivering tailored wealth strategies for high-net-worth individuals. This position involves acquiring new clients and managing existing portfolios, ensuring a personalized Trustmark experience.

Ideal candidates should possess strong communication skills, a relevant degree, and experience in wealth management. Certifications such as CTFA or CFP are preferred. This role presents an opportunity to collaborate with portfolio managers and financial planners for comprehensive client strategies.

Qualifications

• Demonstrate a moderate level of knowledge in wealth management.
• Excellent client communication and interpersonal skills are essential.
• Certifications preferred: CTFA, Juris Doctor, CPA, CFP, CWS.

Responsibilities

• Serve as the primary relationship lead for high-net-worth clients.
• Partner with financial planners to develop comprehensive plans.
• Drive business development and manage sales pipelines.

Skills

Client communication skills

Interpersonal skills

Business development

Wealth management knowledge

Education

Bachelor’s Degree in Business or related field

High School Diploma or GED with relevant experience

Graduate Degree

Tools

Financial planning software

Job description

Trustmark Bank is seeking a Wealth Advisor in Houston, Texas, responsible for designing and delivering tailored wealth strategies for high-net-worth individuals. This position involves acquiring new clients and managing existing portfolios, ensuring a personalized Trustmark experience.

Ideal candidates should possess strong communication skills, a relevant degree, and experience in wealth management. Certifications such as CTFA or CFP are preferred. This role presents an opportunity to collaborate with portfolio managers and financial planners for comprehensive client strategies.