Private Wealth Advisor for HNW Clients

Trustmark Bank; Houston (TX); On-site; USD 120,000 - 170,000; Full time

Job summary

Trustmark Bank seeks a Wealth Advisor in Houston to design tailored wealth strategies for high-net-worth individuals and families. You will be the primary relationship lead, coordinating with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to deliver comprehensive plans and expand the client base.

The role demands excellent communication, advanced certifications, and the ability to manage a robust sales pipeline while upholding fiduciary standards and client-focused

Qualifications

• Excellent client communication and interpersonal skills (oral and written)
• Ability to collaborate with Portfolio Managers, Private Wealth Executives, and Financial Planners
• Experience administering high-net-worth client accounts and relationships

Responsibilities

• Serve as the primary relationship lead for high-net-worth clients ensuring access to the firm’s full suite of solutions
• Partner with Portfolio Managers and Financial Planners to evaluate client financials and develop comprehensive short/long-term plans
• Drive business development by expanding client base and promoting the bank’s capabilities
• Identify opportunities to deepen relationships by consolidating assets and introducing additional services
• Manage a robust sales pipeline and achieve revenue targets
• Lead relationship reviews and coordinate advisory team activities
• Build partnerships to generate new business and address client needs
• Perform additional duties as assigned

Skills

Client relationship

Business development

Sales experience

Education

Bachelor's degree in Business or related field

Graduate Degree

Juris Doctor

CTFA certification

CFP certification

CPA certification

CWS certification

Job description

Trustmark Bank seeks a Wealth Advisor in Houston to design tailored wealth strategies for high-net-worth individuals and families. You will be the primary relationship lead, coordinating with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to deliver comprehensive plans and expand the client base.

The role demands excellent communication, advanced certifications, and the ability to manage a robust sales pipeline while upholding fiduciary standards and client-focused