Private Wealth Advisor I/II/III

Trustmark National Bank; Houston (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Private Wealth Advisor to provide expert financial guidance to high-net-worth individuals and families. In this dynamic role, you will develop lasting relationships, create tailored financial strategies, and collaborate with a team of professionals to ensure optimal client satisfaction. This position offers the opportunity to work in a fast-paced environment where your expertise will directly impact clients' financial success. Join a forward-thinking company that values innovation and excellence in wealth management.

Qualifications

• Experience in wealth management and client relationship management.
• Knowledge of investment strategies and financial planning.

Responsibilities

• Develop and maintain relationships with high-net-worth clients.
• Create comprehensive financial plans addressing wealth management challenges.
• Coordinate with other professional advisors for integrated solutions.

Skills

Client Communication

Financial Planning

Wealth Management

Estate Planning

Investment Management

Tax Optimization

Philanthropic Strategies

Education

Bachelor's Degree in Business

Graduate Degree in Related Field

Graduate of Trust School

Job description

Private Wealth Advisor I/II/III

Location

US-TX-Houston

Job ID

2025-18169

Category

Trust

Type

Regular Full-Time

Job Grade

13

FLSA Status

Exempt

Working Hours

8-5

Job Location: Company

Houston - Trust - 10430

Overview

The Private Wealth Advisor serves as a trusted financial counselor to high-net-worth individuals and families. This role requires providing comprehensive wealth management solutions, including financial planning and estate planning guidance, while maintaining the highest standards of client service. The role will work with existing clients, prospects, internal partners and external partners in an effort to grow relationships and new business.

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

Responsibilities

Develop and maintain long-term relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs.
• Work with the team to create comprehensive financial plans that address complex wealth management challenges, including investment management, estate planning, tax optimization and philanthropic strategies.
• Work with the Investment Manager to conduct portfolio reviews and client meetings to ensure alignment with financial objectives and risk tolerance.
• Coordinate with client's other professional advisors to ensure integrated wealth management solutions.
• Identify and cultivate relationships with prospective clients.
• Servicing existing clients, including in-person meetings, telephone calls, emails and exchange of written documents.
• Collaboration with Private Wealth Executives to service relationships.
• Developing new business through revenue generation.
• Presenting on behalf of Trustmark Wealth Management to various groups both internally and externally.
• Supporting the organizational unit and Wealth Management division as requested for projects, or special operational events.
• Understanding the various requirements for governing instruments and other account opening policies, procedures, regulations and laws.
• Perform additional duties as assigned.

Qualifications

• At least one of the following:
  
  • 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 a business-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 in a field related to the function of the organizational unit plus 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:
  
  • 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 a business-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 in a field related to the function of the organizational unit plus 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
  • Seven or more years of experience in the private practice of law or professional accounting; or
  • Three years of financial planning and/or proven sales experience in a Wealth Management firm.
• The associate must be able to demonstrate at least an advanced level of knowledge of the types, complexity, respective governance, transactions and industry practices of the clients and accounts administered by the organizational unit.

Level III Additional Qualifications:

• At least one of the following:
  
  • 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 a business-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 in a field related to the function of the organizational unit plus 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
  • Ten or more years of experience in the private practice of law or professional accounting; or
  • Five years of financial planning and/or proven sales experience in a Wealth Management firm.
• The associate must be able to demonstrate at least an advanced level of knowledge of the types, complexity, respective governance, transactions and industry practices of the clients and accounts administered by the organizational unit.

Physical Requirements/Working Conditions: Must be able to travel for lengthy periods of time via car or airplane.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.