Financial Advisor Associate: Client Services & Growth Track

Trustmark; Summertree (MS); On-site; USD 55,000 - 75,000; Full time

Job summary

Trustmark Bank seeks a Financial Advisor Associate to support a Financial Advisor in delivering investment and financial planning services to clients. You will gain knowledge of markets, products, and daily advisor activities, with a transition to Financial Advisor within 12–24 months.

You will enter trades, open accounts, prepare client meeting materials, and stay informed on trends and regulations while developing business and mentorship opportunities.

Qualifications

• Minimum one year of experience in investment services or wealth management.
• SIE, Series 7, 63 and/or 65/66.
• Resident Life Insurance license, or ability to obtain within 6 months of hire.
• Knowledge of basic Banking/Financial industry practices.
• Ability to apply analytical skills.
• Must be a self-starter with the ability to promote and sell investment products and services.
• Excellent interpersonal communication and relationship building skills.
• Ability to work independently as a self-starter as well as within a team framework.
• Effective oral and written communication skills.
• Ability to manage multiple assignments simultaneously.
• Strong organizational skills.
• Proficiency in Microsoft Office Suite preferred.

Responsibilities

• Provide client service and support to an experienced Financial Advisor.
• Enter trades in client accounts as instructed by the client and/or Financial Advisor.
• Open new accounts and maintain existing accounts.
• Prepare presentations for client meetings.
• Research data for the Financial Advisor to consider client investment strategies.
• Practice business development strategies in conjunction with receiving coaching and mentorship to prepare for a role as a Partner with the Financial Advisor.
• Ensure a FINRA compliance branch system is maintained.
• Remain informed on current financial market trends, regulatory changes and product offerings.

Skills

Investment knowledge

Analytical skills

Self-starter

Interpersonal skills

Organizational skills

MS Office proficiency

Time management

Education

Four-year college degree in business or finance

Licenses: SIE, Series 7, 63/65/66

Life Insurance license (or ability to obtain in 6 months)

Tools

Microsoft Office

Job description

Trustmark Bank seeks a Financial Advisor Associate to support a Financial Advisor in delivering investment and financial planning services to clients. You will gain knowledge of markets, products, and daily advisor activities, with a transition to Financial Advisor within 12–24 months.

You will enter trades, open accounts, prepare client meeting materials, and stay informed on trends and regulations while developing business and mentorship opportunities.