Private Wealth Advisor I/II/III

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    "url": "https://jobs-trustmark.icims.com/jobs/19547/private-wealth-advisor-i-ii-iii/job",
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    "title": "Private Wealth Advisor I/II/III",
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    "datePosted": "2026-05-21T04:00:00.000Z",
    "description": "<h2>Overview</h2>\n<p>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.</p>\n<p> </p>\n<p>**This position may be filled as a Level I, II or III.  Additional responsibilities and qualifications apply.</p>\n<h2>Responsibilities</h2>\n<ul>\n <li>Serve as the primary relationship lead for high-net-worth clients ensuring they can access the firm’s full suite of solutions.</li>\n <li>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.</li>\n <li>Drive business development by creating and executing strategies to expand the client base and promote the bank’s full capabilities.</li>\n <li>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.</li>\n <li>Manage a robust sales pipeline, ensuring consistent movement through the sales cycle and achievement of revenue targets.</li>\n <li>Lead ongoing relationship reviews with internal partners to ensure client objectives remain on track.</li>\n <li>Coordinate communication and activities across the advisory team, recommending wealth solutions as needed.</li>\n <li>Build strong internal and external partnerships to generate new business and address client or prospect needs.</li>\n <li>Associates are expected to perform all additional duties as assigned.</li>\n</ul>\n<h2>Qualifications</h2>\n<ul>\n <li>At least one of the following:\n  <ul>\n   <li>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</li>\n   <li>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</li>\n   <li>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.</li>\n  </ul></li>\n <li>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.</li>\n <li>Excellent client communication and interpersonal skills (oral and written)</li>\n <li>Certified Trust and Financial Advisor (“CTFA”) or other Certification within the field of the organizational unit preferred</li>\n <li>Juris Doctor preferred</li>\n <li>CPA preferred</li>\n <li>CFP “Certified Financial Planner” preferred</li>\n <li>CWS “Certified Wealth Strategist” preferred</li>\n</ul>\n<p> </p>\n<p>Level II Additional Qualifications:</p>\n<ul>\n <li>At least one of the following:</li>\n <li>\n  <ul>\n   <li>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</li>\n   <li>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</li>\n   <li>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; or</li>\n   <li>7 years in the private practice of law or professional accounting; or</li>\n   <li>3 years of financial planning and/or proven sales experience in a Wealth Management firm.</li>\n  </ul></li>\n</ul>\n<p>Level III Additional Qualifications:</p>\n<ul>\n <li>At least one of the following:</li>\n <li>\n  <ul>\n   <li>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</li>\n   <li>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</li>\n   <li>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; or</li>\n   <li>10 years in the private practice of law or professional accounting; or</li>\n   <li>5 years of financial planning and/or proven sales experience in a Wealth Management firm.</li>\n  </ul></li>\n</ul>\n<p><strong>Physical Requirements/Working Conditions:</strong> 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.</p>\n<p> </p>\n<p><strong>Disclaimer:</strong> Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.</p>\n<p> </p>\n<p><em>Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.</em></p>",
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