Welcome page Returning Candidate? Log back in! Private Wealth Advisor I/II/III Location US-TX-Houston Posted Date 17 hours ago(2/3/2025 10:40 AM) Job ID 2025-18169 Category Trust Type Regular Full-Time Job Grade 13 FLSA Status Exempt Working Hours 8-5 Job Location: Company Houston - Trust - 10430 Overview

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 At least one of the following:
Graduate of Trust School plus 3 years of experience in the administration of the type of accounts and clients related to the organizational unit; orBachelor’s Degree in a business-related field plus 5 years of experience in the administration of the type of accounts and clients related to the organizational unit; orGraduate Degree in a field related to the function of the organizational unit plus 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.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. Excellent client communication and interpersonal skills (oral and written)Certified Trust and Financial Advisor (“CTFA”) or other Certification within the field of the organizational unit preferred.Juris Doctor preferred.CPA preferred.CFP “Certified Financial Planner” preferred.CWS “Certified Wealth Strategist” preferred.

 

Level II Additional Qualifications:

At least one of the following:
Graduate of Trust School plus 6 years of experience in the administration of the type of accounts and clients related to the organizational unit; orBachelor’s Degree in a business-related field plus 10 years of experience in the administration of the type of accounts and clients related to the organizational unit; orGraduate Degree in a field related to the function of the organizational unit plus 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; orSeven or more years of experience in the private practice of law or professional accounting; orThree years of financial planning and/or proven sales experience in a Wealth Management firm.The associate must be able to demonstrate at least an advanced level of knowledge of the types, complexity, respective governance, transactions and industry practices of the clients and accounts administered by the organizational unit.

 

Level III Additional Qualifications:

At least one of the following:
Graduate of Trust School plus 8 years of experience in the administration of the type of accounts and clients related to the organizational unit; orBachelor’s Degree in a business-related field plus 12 years of experience in the administration of the type of accounts and clients related to the organizational unit; orGraduate Degree in a field related to the function of the organizational unit plus 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; orTen or more years of experience in the private practice of law or professional accounting; orFive years of financial planning and/or proven sales experience in a Wealth Management firm.The associate must be able to demonstrate at least an advanced level of knowledge of the types, complexity, respective governance, transactions and industry practices of the clients and accounts administered by the organizational unit.

 

 

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.

 

 

 

Options Apply for this job onlineApplyShareRefer this job to a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Trustmark is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran or disability status, and any other status protected by law. Upon request, reasonable accommodations will be made for all qualified individuals with disabilities. If you need accommodation for any part of the application process because of a medical condition or disability please send an email to careers@trustmark.com or call 866-213-1418 to let us know the nature of your request.

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