Private Wealth Advisor - Growth & Relationship Lead
Trustmark
Birmingham, AL
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JOB DETAILS
SKILLS
Financial Analysis, Financial Planning, High Net Worth, Investment Management, Private Wealth Management, Wealth Management
LOCATION
Birmingham, AL
POSTED
2 days ago
Trustmark Bank is seeking a Wealth Advisor to design and execute tailored wealth strategies for high-net-worth individuals and families. You will be the primary relationship lead, delivering a personal Trustmark experience aligned with client goals.You will collaborate with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to assess client financial pictures, develop comprehensive plans, and expand the bank's wealth-management capabilities.#J-18808-Ljbffr