TFS Financial Advisor Associate

Trustmark Corporation; Madison, Northern (MS, KY); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Trustmark Corporation is seeking a Financial Advisor Associate to support an experienced Financial Advisor in delivering investment and financial planning services. The role involves client service, account maintenance, trade entry, and preparing presentations for client meetings.

The Associate will gain exposure to market trends, product offerings, and day-to-day advisor activities, with the goal of transitioning to a Financial Advisor within 12-24 months.

Qualifications

• Minimum one year of experience in investment services or wealth management.
• Licenses: SIE, Series 7, 63 and/or 65/66.
• Resident Life Insurance license, or ability to obtain within 6 months of hire.
• Knowledge of basic Banking/Financial industry practices.
• Ability to apply analytical skills.
• Must be a self‑starter with the ability to promote and sell investment products and services.
• Excellent interpersonal communication and relationship building skills.
• Ability to work independently as a self‑starter as well as within a team framework.
• Effective oral and written communication skills.
• Ability to manage multiple assignments simultaneously.
• Strong organizational skills.
• Proficiency in Microsoft Office Suite preferred.

Responsibilities

• Provide client service and support to an experienced Financial Advisor.
• Enter trades in client accounts as instructed by the client and/or Financial Advisor.
• Open new accounts and maintain existing accounts.
• Prepare presentations for client meetings.
• Research data for the Financial Advisor to consider client investment strategies.
• Practice business development strategies with coaching to prepare for a partner role.
• Ensure a FINRA compliance branch system is maintained.
• Remain informed on current financial market trends, regulatory changes and product offerings.

Education

Bachelor's degree in business/Finance or equivalent experience

Tools

Microsoft Office

Job description

The Financial Advisor Associate will support the Financial Advisor in delivering investment and financial planning services to existing and prospective clients. This position will provide the Associate with a knowledge and understanding of financial markets, various product offerings and expose the Associate to the day‑day activities of a Financial Advisor in preparation for future placement as a Financial Advisor. Typically, an Associate will transition to a Financial Advisor within 12-24 months.

Responsibilities:

• Provide client service and support to an experienced Financial Advisor.
• Enter trades in client accounts as instructed by the client and/or Financial Advisor.
• Open new accounts and maintain existing accounts.
• Prepare presentations for client meetings.
• Research data for the Financial Advisor to consider client investment strategies.
• Practice business development strategies in conjunction with receiving coaching and mentorship to prepare for a role as a Partner with the Financial Advisor.
• Ensure a FINRA compliance branch system is maintained.
• Remain informed on current financial market trends, regulatory changes and product offerings.

Qualifications

• Minimum one year of experience in investment services or wealth management
• SIE, Series 7, 63 and or 65/66
• Resident Life Insurance license, or ability to obtain within 6 months of hire
• Knowledge of basic Banking/Financial industry practices
• Ability to apply analytical skills
• Must be a self‑starter with the ability to promote and sell investment products and services
• Excellent interpersonal communication and relationship building skills
• Ability to work independently as a self‑starter as well as within a team framework
• Effective oral and written communication skills
• Ability to manage multiple assignments simultaneously
• Strong organizational skills
• Four‑year college degree in a business‑related field preferable Finance or equivalent work experience preferred
• Proficiency in Microsoft Office Suite preferred

Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

N ote: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!

What You Gain at Trustmark (Compensation & Benefits)

• Comprehensive benefits including medical, dental, vision, long-term disability, short-term disability and life insurance
• 401k (with up to 6% company match)
• Tuition Reimbursement (must meet eligibility requirements)

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.

Upon accepting a position with Trustmark, the following pre‑employment screenings must be completed:

• Verification of employment, education and other data provided by you on your employment application
• Verification of eligibility to work in the US
• Criminal background check
• Fingerprinting (required for certain positions)