Private Wealth Advisor I/II/III

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

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.