Elite Private Wealth Advisor for High-Net-Worth Clients (Hiring Immediately)

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 hol...