What are the responsibilities and job description for the Private Wealth Advisor I/II/III position at Trustmark?
Overview
This position is responsible for designing and delivering tailored wealth strategies for high-net-worth individuals and families. Success is measured by new client acquisition, retention, and growth of an existing portfolio. The advisor ensures each client receives a personalized Trustmark experience that reflects their goals and preferences.
**This position may be filled as a Level I, II or III. Additional responsibilities and qualifications apply.
Responsibilities
- Serve as the primary relationship lead for high-net-worth clients ensuring they can access the firm’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 comprehensive short and long term plans.
- Drive business development by creating and executing strategies to expand the client base and promote the bank’s full capabilities.
- Identify opportunities to deepen relationships by reviewing client holdings—including those outside the firm—to consolidate assets or introduce additional services such as credit, fiduciary support, or financial planning.
- Manage a robust sales pipeline, ensuring consistent movement through the sales cycle and achievement of revenue targets.
- Lead ongoing relationship reviews with internal partners to ensure client objectives remain on track.
- Coordinate communication and activities across the advisory team, recommending wealth solutions as needed.
- Build strong internal and external partnerships to generate new business and address client or prospect needs.
- Associates are expected to perform all additional duties as assigned.
Qualifications
- At least one of the following:
- High School Diploma or GED and a Graduate of Trust School plus 3 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
- Bachelor's Degree in Business or related field, plus 5 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
- Graduate Degree with 3 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree.
- The associate must be able to demonstrate at least a moderate level of knowledge of the types, complexity, respective governance, transactions and industry practices of the clients and accounts administered by the organizational unit.
- Excellent client communication and interpersonal skills (oral and written)
- Certified Trust and Financial Advisor (“CTFA”) or other Certification within the field of the organizational unit preferred
- Juris Doctor preferred
- CPA preferred
- CFP “Certified Financial Planner” preferred
- CWS “Certified Wealth Strategist” preferred
Level II Additional Qualifications:
- At least one of the following:
- High School Diploma or GED and a Graduate of Trust School plus 6 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
- Bachelor's Degree in Business or related field, plus 10 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
- Graduate Degree with 7 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree.
- 7 years in the private practice of law or professional accounting; or
- 3 years of financial planning and/or proven sales experience in a Wealth Management firm.
Level III Additional Qualifications:
- At least one of the following:
- High School Diploma or GED and a Graduate of Trust School plus 8 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
- Bachelor's Degree in Business or related field, plus 12 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
- Graduate Degree with 10 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree.
- 10 years in the private practice of law or professional accounting; or
- 5 years of financial planning and/or proven sales experience in a Wealth Management firm.
Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.
Disclaimer: Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.
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