Private Wealth Advisor I/II/III

Trustmark Bank; Birmingham (AL); On-site; USD 90,000 - 160,000; Full time

Job summary

Trustmark Bank seeks a Wealth Advisor to design and deliver tailored wealth strategies for high-net-worth individuals and families, ensuring a personalized Trustmark experience reflecting clients' goals and preferences.

You will partner with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to assess a client’s financial picture and develop comprehensive short- and long-term plans, driving growth and retention across the client base.

Qualifications

• Excellent client communication and interpersonal skills (oral and written)
• CTFA or other Certification preferred
• Juris Doctor preferred
• CPA preferred
• CFP Certification preferred
• CWS Certification preferred

Responsibilities

• Serve as the primary relationship lead for high-net-worth clients ensuring access to the bank’s full suite of solutions.
• Partner with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to evaluate a client’s financial picture and develop plans.
• Drive business development by creating strategies to expand the client base and promote the bank’s capabilities.
• Identify opportunities to deepen relationships by reviewing client holdings to consolidate assets or introduce services such as credit and fiduciary support.
• Manage a robust sales pipeline and achieve revenue targets.
• Lead relationship reviews with internal partners to keep client objectives on track.

Skills

Client communication

Interpersonal skills

Sales experience

Financial acumen

Education

High School/GED plus Trust School graduate + 3 years

Bachelor's Degree in Business or related field

Graduate Degree

Job description

Overview

This position is responsible for designing and delivering tailored wealth strategies for high-net-worth individuals and families. Success is measured by new client acquisition, retention, and growth of an existing portfolio. The advisor ensures each client receives a personalized Trustmark experience that reflects their goals and preferences.

• This position may be filled as a Level I, II or III. Additional responsibilities and qualifications apply.

Responsibilities

• Serve as the primary relationship lead for high-net-worth clients ensuring they can access the firm’s full suite of solutions.
• Partner with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to evaluate a client’s financial picture and develop comprehensive short and long term plans.
• Drive business development by creating and executing strategies to expand the client base and promote the bank’s full capabilities.
• Identify opportunities to deepen relationships by reviewing client holdings—including those outside the firm—to consolidate assets or introduce additional services such as credit, fiduciary support, or financial planning.
• Manage a robust sales pipeline, ensuring consistent movement through the sales cycle and achievement of revenue targets.
• Lead ongoing relationship reviews with internal partners to ensure client objectives remain on track.
• Coordinate communication and activities across the advisory team, recommending wealth solutions as needed.
• Build strong internal and external partnerships to generate new business and address client or prospect needs.
• Associates are expected to perform all additional duties as assigned.

Qualifications

• At least one of the following:
• High School Diploma or GED and a Graduate of Trust School plus 3 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
• Bachelor's Degree in Business or related field, plus 5 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
• Graduate Degree with 3 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree.
• The associate must be able to demonstrate at least a moderate level of knowledge of the types, complexity, respective governance, transactions and industry practices of the clients and accounts administered by the organizational unit.
• Excellent client communication and interpersonal skills (oral and written)
• Certified Trust and Financial Advisor (“CTFA”) or other Certification within the field of the organizational unit preferred
• Juris Doctor preferred
• CPA preferred
• CFP “Certified Financial Planner” preferred
• CWS “Certified Wealth Strategist” preferred

Level II Additional Qualifications

• At least one of the following:
• High School Diploma or GED and a Graduate of Trust School plus 6 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
• Bachelor's Degree in Business or related field, plus 10 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
• Graduate Degree with 7 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree; or
• 7 years in the private practice of law or professional accounting; or
• 3 years of financial planning and/or proven sales experience in a Wealth Management firm.

Level III Additional Qualifications

• At least one of the following:
• High School Diploma or GED and a Graduate of Trust School plus 8 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
• Bachelor's Degree in Business or related field, plus 12 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
• Graduate Degree with 10 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree; or
• 10 years in the private practice of law or professional accounting; or
• 5 years of financial planning and/or proven sales experience in a Wealth Management firm.

Physical Requirements/Working Conditions:

Must be able to sit for long periods of time and use computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.

Disclaimer:

Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.

Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.