More jobs:
Wealth Planner High Net Worth Clients
Job in
Ridgeland, Madison County, Mississippi, 39158, USA
Listed on 2026-06-04
Listing for:
Trustmark Corporation
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services company in Ridgeland is seeking a Financial Planner to prepare and present financial planning services to high-net-worth clients. The role involves collaborating with a Wealth team to analyze clients’ financial wellbeing and designing individualized financial plans. Candidates should have a Bachelor's degree, at least 3 years of Financial Services experience, and preferably hold a CFP designation. This position provides opportunities for growth and development in the financial planning field.
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