Private Wealth Advisor I/II/III

Trustmark Bank; Houston (TX); On-site; USD 75,000 - 120,000; Full time

Job summary

Trustmark Bank is seeking a Wealth Advisor in Houston, Texas, responsible for designing and delivering tailored wealth strategies for high-net-worth individuals. This position involves acquiring new clients and managing existing portfolios, ensuring a personalized Trustmark experience.

Ideal candidates should possess strong communication skills, a relevant degree, and experience in wealth management. Certifications such as CTFA or CFP are preferred. This role presents an opportunity to collaborate with portfolio managers and financial planners for comprehensive client strategies.

Qualifications

• Demonstrate a moderate level of knowledge in wealth management.
• Excellent client communication and interpersonal skills are essential.
• Certifications preferred: CTFA, Juris Doctor, CPA, CFP, CWS.

Responsibilities

• Serve as the primary relationship lead for high-net-worth clients.
• Partner with financial planners to develop comprehensive plans.
• Drive business development and manage sales pipelines.

Skills

Client communication skills

Interpersonal skills

Business development

Wealth management knowledge

Education

Bachelor’s Degree in Business or related field

High School Diploma or GED with relevant experience

Graduate Degree

Tools

Financial planning software

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.
• 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.
• 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 a computer keyboard and/or mouse requiring hand and wrist manipulation while viewing computer screens.