Financial Advisor Associate: Path to Partner Growth

Trustmark National Bank; Madison (MS); On-site; USD 45,000 - 65,000; Full time

Job summary

Trustmark National Bank in Madison, MS seeks a Financial Advisor Associate to support an experienced advisor in delivering investment and financial planning services to clients. This role provides exposure to financial markets, product offerings, and day-to-day activities of a Financial Advisor, with a typical transition to a Financial Advisor within 12–24 months.

Responsibilities include client service, entering trades, opening accounts, preparing client meeting materials, researching

Qualifications

• Minimum one year of experience in investment services or wealth management.
• SIE, Series 7, 63 and/or 65/66 licenses.
• 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

Client service

Analytical skills

Interpersonal communication

Independent work

Team collaboration

Time management

Self-starter

Education

Four-year college degree in a business-related field (Finance preferred)

Tools

Microsoft Office Suite

Job description

Trustmark National Bank in Madison, MS seeks a Financial Advisor Associate to support an experienced advisor in delivering investment and financial planning services to clients. This role provides exposure to financial markets, product offerings, and day-to-day activities of a Financial Advisor, with a typical transition to a Financial Advisor within 12–24 months.

Responsibilities include client service, entering trades, opening accounts, preparing client meeting materials, researching