Private Wealth Advisor I/II/III

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

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

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.

Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!

What You Gain at Trustmark (Compensation & Benefits)

• Comprehensive benefits including medical, dental, vision, long-term disability, short-term disability and life insurance
• 401k (with up to 6% company match)
• Tuition Reimbursement (must meet eligibility requirements)

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

• Verification of employment, education and other data provided by you on your employment application
• Verification of eligibility to work in the US
• Criminal background check
• Fingerprinting (required for certain positions)