Private Wealth Advisor I–III — Tailored Wealth Strategy

Trustmark National Bank; Houston (TX); On-site; USD 120,000 - 210,000; Full time

Job summary

Trustmark Bank in Houston seeks a Private Wealth Advisor I/II/III to design and deliver tailored wealth strategies for high-net-worth individuals and families. You will partner with portfolio managers and planners to translate goals into comprehensive plans and coordinated solutions.

You will build and manage a robust client pipeline, deepen relationships, and guide clients through credit, fiduciary, and financial planning opportunities while ensuring exceptional client service and

Qualifications

• Experience administering the type of accounts and clients related to the organizational unit.
• Strong client communication and interpersonal skills.
• CTFA or other certification preferred.

Responsibilities

• Lead relationship for high-net-worth clients and Coordinate across advisory team.
• Evaluate client financial picture and develop comprehensive plans.
• Drive business development and expand client base.
• Deepen client relationships by consolidating assets and recommending services.
• Manage sales pipeline and achieve revenue targets.
• Lead relationship reviews and align client objectives with firm solutions.
• Coordinate communications across advisory team and partners.

Skills

Client relationship management

Sales experience

Interpersonal communication

Financial planning

Education

High School Diploma or GED

Bachelor's Degree in Business

Graduate Degree

Juris Doctor

CPA

CFP

CWS

CTFA

Job description

Trustmark Bank in Houston seeks a Private Wealth Advisor I/II/III to design and deliver tailored wealth strategies for high-net-worth individuals and families. You will partner with portfolio managers and planners to translate goals into comprehensive plans and coordinated solutions.

You will build and manage a robust client pipeline, deepen relationships, and guide clients through credit, fiduciary, and financial planning opportunities while ensuring exceptional client service and