About this role
Private Wealth Advisor I/II/III at Trustmark Bank. Location: Birmingham, Alabama, United States. Role: designing strategies, managing relationships, driving business Requirements: Design and deliver tailored wealth strategies for high-net-worth clients; drive new client acquisition and portfolio growth; requires multi-year experience in account administration and strong client communication. Certifications such as CTFA/CPA/CFP/CWS preferred. Category: Sales Seniority: Mid Level Certifications: ctfa, cpa, cfp, cws, trust school graduate Commitment: Full Time Workplace: Onsite Languages: English