Private Wealth Advisor I / II / III

Private Wealth Advisor

The Private Wealth Advisor serves as a trusted financial counselor to high-net-worth individuals and families. This role requires providing comprehensive wealth management solutions, including financial planning and estate planning guidance, while maintaining the highest standards of client service. The role will work with existing clients, prospects, internal partners and external partners in an effort to grow relationships and new business.

This position may be filled as a Level I, II or III. Additional responsibilities and qualifications apply.

Responsibilities

• Develop and maintain long-term relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs.
• Work with the team to create comprehensive financial plans that address complex wealth management challenges, including investment management, estate planning, tax optimization and philanthropic strategies.
• Work with the Investment Manager to conduct portfolio reviews and client meetings to ensure alignment with financial objectives and risk tolerance.
• Coordinate with client's other professional advisors to ensure integrated wealth management solutions.
• Identify and cultivate relationships with prospective clients.
• Servicing existing clients, including in-person meetings, telephone calls, emails and exchange of written documents.
• Collaboration with Private Wealth Executives to service relationships.
• Developing new business through revenue generation.
• Presenting on behalf of Trustmark Wealth Management to various groups both internally and externally.
• Supporting the organizational unit and Wealth Management division as requested for projects, or special operational events.
• Understanding the various requirements for governing instruments and other account opening policies, procedures, regulations and laws.
• Perform additional duties as assigned.

Qualifications

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

Level II Additional Qualifications :

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

Level III Additional Qualifications :

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

Physical Requirements / Working Conditions : Must be able to travel for lengthy periods of time via car or airplane.

Note : This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.