Private Wealth Advisor for High-Net-Worth Clients

Trustmark Bank; Birmingham (AL); On-site; USD 110,000 - 220,000; Full time

Job summary

Trustmark Bank is seeking a wealth advisor to design tailored strategies for high-net-worth clients in Birmingham, AL. You will act as the primary relationship lead, coordinating with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to develop comprehensive plans and grow the client base.

qualifications emphasize strong communication, relationship management, and a track record in wealth management; CTFA/ CFP / CPA are preferred.

Qualifications

• At least one of the listed education/experience combinations must be met.
• Strong knowledge of wealth management practices and client accounts.
• Excellent communication and relationship-building capabilities.

Responsibilities

• Lead high-net-worth client relationships as primary advisor.
• Collaborate with Portfolio Managers and Financial Planners to craft plans.
• Drive business development and expand client base.
• Review client holdings and consolidate assets when appropriate.
• Maintain robust sales pipeline and achieve revenue targets.
• Coordinate advisory team activities to tailor wealth solutions.

Skills

Client communication

Interpersonal skills

Relationship management

Sales experience

Education

Bachelor's Degree in Business or related field

Graduate Degree in related field

Juris Doctor

CPA

CTFA

CFP

CWS

Job description

Trustmark Bank is seeking a wealth advisor to design tailored strategies for high-net-worth clients in Birmingham, AL. You will act as the primary relationship lead, coordinating with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to develop comprehensive plans and grow the client base.

qualifications emphasize strong communication, relationship management, and a track record in wealth management; CTFA/ CFP / CPA are preferred.