Wealth Planner High-Net-Worth Clients
Job in
Mobile, Mobile County, Alabama, 36624, USA
Listed on 2026-06-17
Listing for:
Trustmark National Bank
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Banking & Finance, Wealth Management
Job Description & How to Apply Below
Trustmark National Bank in Mobile, Alabama is seeking a Financial Planner to create comprehensive financial plans for high net worth clients. The role involves analyzing client financial status and designing tailored financial strategies to meet their objectives.
The candidate should have at least 3 years of experience in financial services, a relevant bachelor's degree, and preferably a CFP designation. Strong communication and analytical skills are crucial for successful client interactions and presentation of financial plans.
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