About this role
Financial Planner at Trustmark Investment Management. Location: Ridgeland or Mobile or Santa Rosa Beach or United States. Role: designing plans, presenting plans, analyzing finances Requirements: Bachelor's degree, 3+ years in financial services, CFP or CWS (or pursuing), strong financial analysis and communication skills, proficiency in Microsoft Office and financial planning software. Category: Finance and Accounting Seniority: Mid Level Tools: Money Guide Pro, Microsoft Office Certifications: cfp, cws, cpa, cfa, cmt, cexp, cbec, cepa Commitment: Full Time Workplace: Onsite Languages: English