Wealth Planning Advisor for High-Net-Worth Clients

Trustmark Bank; Santa Rosa Beach (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Professional development opportunities

Collaborative work environment

Job summary

Trustmark Bank is seeking a Financial Planner in Santa Rosa Beach, Florida. This role involves preparing and presenting tailored financial plans to high net worth clients, ensuring a fiduciary approach. The successful candidate will collaborate with a dedicated Wealth team to address client needs while ensuring compliance with relevant financial guidelines.

A minimum of 3 years in Financial Services and a CFP designation are essential for success in this position. Trustmark Bank offers a supportive environment for professional growth and advancement in wealth management.

Qualifications

• 3 years of experience in the Financial Services industry.
• Foundational knowledge in retirement and estate planning.
• Effective communication skills for client interactions.

Responsibilities

• Design and present comprehensive financial plans.
• Collaborate with Wealth team to solve client needs.
• Travel to meet clients and present financial strategies.

Skills

Financial planning

Client relationship management

Communication skills

Analytical skills

Education

Bachelor's degree

Certified Financial Planner® (CFP)

Tools

Money Guide Pro

Microsoft Office

Job description

Trustmark Bank is seeking a Financial Planner in Santa Rosa Beach, Florida. This role involves preparing and presenting tailored financial plans to high net worth clients, ensuring a fiduciary approach. The successful candidate will collaborate with a dedicated Wealth team to address client needs while ensuring compliance with relevant financial guidelines.

A minimum of 3 years in Financial Services and a CFP designation are essential for success in this position. Trustmark Bank offers a supportive environment for professional growth and advancement in wealth management.