Private Wealth Advisor I/II/III

Trustmark Bank; Houston (TX); On-site; USD 120,000 - 170,000; Full time

Job summary

Trustmark Bank seeks a Wealth Advisor in Houston to design tailored wealth strategies for high-net-worth individuals and families. You will be the primary relationship lead, coordinating with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to deliver comprehensive plans and expand the client base.

The role demands excellent communication, advanced certifications, and the ability to manage a robust sales pipeline while upholding fiduciary standards and client-focused

Qualifications

• Excellent client communication and interpersonal skills (oral and written)
• Ability to collaborate with Portfolio Managers, Private Wealth Executives, and Financial Planners
• Experience administering high-net-worth client accounts and relationships

Responsibilities

• Serve as the primary relationship lead for high-net-worth clients ensuring access to the firm’s full suite of solutions
• Partner with Portfolio Managers and Financial Planners to evaluate client financials and develop comprehensive short/long-term plans
• Drive business development by expanding client base and promoting the bank’s capabilities
• Identify opportunities to deepen relationships by consolidating assets and introducing additional services
• Manage a robust sales pipeline and achieve revenue targets
• Lead relationship reviews and coordinate advisory team activities
• Build partnerships to generate new business and address client needs
• Perform additional duties as assigned

Skills

Client relationship

Business development

Sales experience

Education

Bachelor's degree in Business or related field

Graduate Degree

Juris Doctor

CTFA certification

CFP certification

CPA certification

CWS certification

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.