Private Wealth Advisor I/II/III

Trustmark; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Professional development programs

Health benefits

Retirement plans

Job summary

Trustmark is seeking a Wealth Strategy Advisor in Houston, Texas to design personalized wealth strategies for high-net-worth clients. Responsibilities include serving as the primary advisor, managing client relationships, and driving new client acquisition.

Ideal candidates will have strong communication skills, experience in wealth management, and may hold relevant certifications such as CFP or CTFA. Join Trustmark to provide exceptional service to discerning clients.

Qualifications

• Minimum 3 years experience managing high-net-worth client accounts.
• Demonstrated knowledge of industry practices and client needs.
• Possession of relevant certifications such as CTFA or CFP preferred.

Responsibilities

• Serve as primary advisor for high-net-worth clients.
• Develop comprehensive financial plans in collaboration with other professionals.
• Drive new client acquisition and retention.

Skills

Client communication skills

Interpersonal skills

Knowledge of wealth management practices

Sales experience

Education

High School Diploma or GED

Bachelor's Degree in Business or related field

Graduate Degree

Tools

Financial planning software

CRM systems

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

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.