Private Wealth Advisor - Growth & Relationship Lead

Trustmark

  • Birmingham, AL
  • 3 days ago

    Highlights

    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. Trustmark Bank is seeking a Wealth Advisor to design and execute tailored wealth strategies for high-net-worth individuals and families.

    Numbers & Facts

    LocationBirmingham, AL

    Description

    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

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