Private Wealth Advisor – HNW Relationships

Trustmark Corporation; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

401k match

Tuition Reimbursement

Job summary

Trustmark Bank seeks a wealth advisor to design and deliver tailored wealth strategies for high-net-worth individuals and families. You lead relationships, partner with PMs and planners, and drive growth through expanded client onboarding and cross-sell of Trustmark’s full suite of solutions.

Position may be filled at Levels I–III depending on experience, with responsibilities increasing at each level. Strong interpersonal skills and a client-first mindset are essential.

Qualifications

• High School Diploma or GED + Trust School graduate + 3 years in account/client admin or
• Bachelor's Degree in Business or related field + 5 years in account/client admin or
• Graduate Degree + 3 years in admin of accounts/clients or related field

Responsibilities

• Serve as primary relationship lead for high-net-worth clients to access full suite of solutions
• Collaborate with Portfolio Managers and Financial Planners to assess client financials and craft plans
• Drive business development to expand client base and promote the bank's capabilities
• Review client holdings to consolidate assets and introduce additional services
• Maintain robust sales pipeline and achieve revenue targets
• Lead relationship reviews to keep client objectives on track
• Coordinate across advisory team to tailor wealth solutions

Skills

Relationship management

Business development

Financial planning

Client communication

Education

Bachelor's degree in Business

Graduate Degree

Juris Doctor preferred

CPA preferred

Job description

Trustmark Bank seeks a wealth advisor to design and deliver tailored wealth strategies for high-net-worth individuals and families. You lead relationships, partner with PMs and planners, and drive growth through expanded client onboarding and cross-sell of Trustmark’s full suite of solutions.

Position may be filled at Levels I–III depending on experience, with responsibilities increasing at each level. Strong interpersonal skills and a client-first mindset are essential.