Senior Private Wealth Advisor - HNW Growth & Relationships

Trustmark Bank; Birmingham (AL); On-site; USD 90,000 - 160,000; Full time

Job summary

Trustmark Bank seeks a Wealth Advisor to design and deliver tailored wealth strategies for high-net-worth individuals and families, ensuring a personalized Trustmark experience reflecting clients' goals and preferences.

You will partner with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to assess a client’s financial picture and develop comprehensive short- and long-term plans, driving growth and retention across the client base.

Qualifications

• Excellent client communication and interpersonal skills (oral and written)
• CTFA or other Certification preferred
• Juris Doctor preferred
• CPA preferred
• CFP Certification preferred
• CWS Certification preferred

Responsibilities

• Serve as the primary relationship lead for high-net-worth clients ensuring access to the bank’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 plans.
• Drive business development by creating strategies to expand the client base and promote the bank’s capabilities.
• Identify opportunities to deepen relationships by reviewing client holdings to consolidate assets or introduce services such as credit and fiduciary support.
• Manage a robust sales pipeline and achieve revenue targets.
• Lead relationship reviews with internal partners to keep client objectives on track.

Skills

Client communication

Interpersonal skills

Sales experience

Financial acumen

Education

High School/GED plus Trust School graduate + 3 years

Bachelor's Degree in Business or related field

Graduate Degree

Job description

Trustmark Bank seeks a Wealth Advisor to design and deliver tailored wealth strategies for high-net-worth individuals and families, ensuring a personalized Trustmark experience reflecting clients' goals and preferences.

You will partner with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to assess a client’s financial picture and develop comprehensive short- and long-term plans, driving growth and retention across the client base.