Wealth Planner for High-Net-Worth Clients

Trustmark; Ridgeland (MS); On-site; USD 60,000 - 90,000; Full time

Job summary

Trustmark in Ridgeland, MS is looking for a Financial Planner to provide fiduciary financial planning services to high and ultra-high net worth clients. The role involves analyzing clients' financial wellbeing and designing comprehensive financial plans that address areas including retirement and estate planning. Candidates must possess a Bachelor’s degree, 3 years in Financial Services, and hold a CFP or equivalent designation. Proficiency in financial analysis and communication is critical, as is a high level of motivation to assist clients.

Qualifications

• 3 years of experience in Financial Services industry.
• Solid knowledge of financial planning areas: retirement, taxes, estate planning.
• High level of commitment and self-motivation with a desire to help others.

Responsibilities

• Collaborate with Wealth team to solve client needs.
• Design financial plans based on client data and goals.
• Travel to meet clients and present financial plans.

Skills

Effective communication skills (written and verbal)

Solid financial analysis and decision‑making skills

Detail-oriented with an awareness of assumptions

Presentation skills

Microsoft Office proficiency

Education

Bachelor’s degree in a relevant field

Certified Financial Planner® (CFP)

MBA

Tools

Money Guide Pro or other financial planning tools

Job description

Trustmark in Ridgeland, MS is looking for a Financial Planner to provide fiduciary financial planning services to high and ultra-high net worth clients. The role involves analyzing clients' financial wellbeing and designing comprehensive financial plans that address areas including retirement and estate planning. Candidates must possess a Bachelor’s degree, 3 years in Financial Services, and hold a CFP or equivalent designation. Proficiency in financial analysis and communication is critical, as is a high level of motivation to assist clients.