Wealth Planner for UHNW Clients

Trustmark Corporation; Ridgeland (MS); On-site; USD 70,000 - 90,000; Full time

Job summary

Trustmark Corporation in Ridgeland, MS is seeking a Financial Planner. The role involves preparing and presenting individualized financial plans to high net worth clients while collaborating with a wealth management team.

Applicants should have a Bachelor’s degree, three years of experience in financial services, and hold certifications like CFP or CWS. Strong communication skills and attention to detail are essential, and familiarity with financial planning tools is preferred.

Qualifications

• 3 years of experience in the Financial Services industry.
• Foundational knowledge in key areas of financial planning.
• High level of commitment and self-motivation.

Responsibilities

• Prepare and present financial plans to clients.
• Collaborate with wealth team to address client needs.
• Design financial plans based on client data.

Skills

Financial planning expertise

Effective communication skills

Proficient in Microsoft Office

Financial analysis

Attention to detail

Education

Bachelor’s degree in a relevant field

Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS)

Tools

Money Guide Pro

Job description

Trustmark Corporation in Ridgeland, MS is seeking a Financial Planner. The role involves preparing and presenting individualized financial plans to high net worth clients while collaborating with a wealth management team.

Applicants should have a Bachelor’s degree, three years of experience in financial services, and hold certifications like CFP or CWS. Strong communication skills and attention to detail are essential, and familiarity with financial planning tools is preferred.