Private Wealth Advisor – High-Net-Worth Growth & Impact

Trustmark Corporation; Birmingham (AL); On-site; USD 80,000 - 120,000; Full time

Job summary

Trustmark Corporation in Birmingham, Alabama, is looking for a wealth advisor responsible for designing tailored strategies for high-net-worth clients. The advisor will lead client relationships, collaborate with financial professionals, and drive business expansion.

Qualifications include a relevant degree and experience in client account administration. The ideal candidate should possess strong communication skills and knowledge of wealth management practices. Trustmark is committed to a diverse workplace and values contributions from all associates.

Qualifications

• Experience in administration of high-net-worth accounts.
• Ability to demonstrate moderate knowledge of governance and transactions.
• Excellent client communication and interpersonal skills.

Responsibilities

• Serve as primary relationship lead for high-net-worth clients.
• Drive business development and expand client base.
• Manage a robust sales pipeline and achieve revenue targets.

Skills

Client communication

Interpersonal skills

Financial planning

Education

High School Diploma or GED

Bachelor's Degree in Business

Graduate Degree

Job description

Trustmark Corporation in Birmingham, Alabama, is looking for a wealth advisor responsible for designing tailored strategies for high-net-worth clients. The advisor will lead client relationships, collaborate with financial professionals, and drive business expansion.

Qualifications include a relevant degree and experience in client account administration. The ideal candidate should possess strong communication skills and knowledge of wealth management practices. Trustmark is committed to a diverse workplace and values contributions from all associates.