Senior Private Wealth Advisor for High-Net-Worth Clients

Trustmark; Houston (TX); On-site; USD 85,000 - 180,000; Full time

Job summary

Trustmark seeks an experienced Wealth Advisor to design tailored wealth strategies for high-net-worth individuals and families in Houston. You will be the primary relationship lead, coordinating with Portfolio Managers, Private Wealth Executives, and Financial Planners to create comprehensive short and long-term plans that align with client goals.

The role emphasizes growth, client acquisition, and retention, with opportunities to expand services across credit, fiduciary support, and financial

Qualifications

• Excellent client communication and interpersonal skills (oral and written).
• 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.
• 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.

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.

Skills

Client communication

Interpersonal skills

Sales experience

Education

Bachelor degree in Business or related field

Graduate Degree

Job description

Trustmark seeks an experienced Wealth Advisor to design tailored wealth strategies for high-net-worth individuals and families in Houston. You will be the primary relationship lead, coordinating with Portfolio Managers, Private Wealth Executives, and Financial Planners to create comprehensive short and long-term plans that align with client goals.

The role emphasizes growth, client acquisition, and retention, with opportunities to expand services across credit, fiduciary support, and financial