Private Wealth Advisor I/II/III

Trustmark
Houston, TX
Category Insurance
Job Description
This role is for a Private Wealth Advisor at Trustmark Wealth Management in Houston, TX. The advisor will be responsible for providing comprehensive wealth management solutions, including financial planning and estate planning guidance, to high-net-worth individuals and families. The position involves building client relationships, serving existing clients, and identifying new prospects.

Requirements

  • 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
  • Bachelor’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; or
  • Graduate 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.
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