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Senior Wealth Planner High-Net-Worth Clients
Job in
Mobile, Mobile County, Alabama, 36624, USA
Listed on 2026-06-21
Listing for:
Trustmark
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
Trustmark in Mobile, Alabama is seeking a Financial Planner. The position involves preparing and presenting financial plans to high net worth clients while acting in a fiduciary capacity. Responsibilities include collaborating with the Wealth team, coordinating plans, and designing financial recommendations.
Ideal candidates should have a Bachelor’s degree and experience in financial services, along with necessary certifications like CFP. This role offers opportunities for professional growth and development.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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