Financial Planner

Trustmark Investment Management operates as a fiduciary in the management and advising Wealth clients. These activities include financial planning, asset allocation, security selection, trading implementation, and other activities as required of a regulated bank providing wealth services.

This position may be filled as a Level I, II or III. Additional responsibilities and qualifications apply.

• Collaborate with other members of the Wealth team in solving client needs and complex issues related to life, business, and planning.
• Coordinate plans and workflow with Analysts who support the financial planning process.
• Meet with prospects and clients to discover needs, goals, and objectives, review client information, and present financial plans with their service team.
• Design financial plans with recommendations based on client data and goals.
• Maintain systems to track financial planning activities, progress, and results.
• Travel as needed to conduct meetings and presentations to clients, prospects, internal company presentations, and external advisory firms and civic organizations.
• Proven work ethic with high level of integrity to build trust with our clients and internal partners.
• Perform additional duties as assigned.

• Guide and mentor individuals in the Analyst and Financial Planner I roles.
• Help financial planning and Wealth Team members stay abreast of current issues in financial planning as well as tax and estate/gift laws relevant to our business.
• Work with more complex client cases, requiring additional analysis and/or high-level input and guidance.
• Proactively engage bank partners to create awareness while representing Wealth and Financial Planning capabilities and expertise.
• Act as a leader within the team and among bank business partners with influence that extends beyond the Wealth team sphere.
• Ability to articulate the value and importance of financial planning services.
• Ensure a seamless delivery of our comprehensive wealth management approach while leveraging additional partners and resources as appropriate.

• Guide and mentor individuals in the Analyst and Financial Planner I/II roles.
• Work with highly complex client cases, requiring additional analysis and/or expert-level input and guidance.
• Proactively engage bank partners and external COIs to create awareness while representing Wealth and Financial Planning capabilities and expertise.
• Coordinate with Wealth Leadership and managers to refine the Financial Planning process, infrastructure, deliverables, and experience – both internally and externally.
• Act as a leader within the team and among bank business partners with influence that extends beyond the Wealth team sphere, both within the company and externally.

• Bachelor’s degree in a relevant field of study
• 3 years of experience in the Financial Services industry (e.g., investment analysis, financial planning, investment management, or similar endeavor).
• Certified Financial Planner® (CFP) or Certified Wealth Strategist (CWS) designation.
  • ** Applicants who already hold the CPA or CFA designation, may complete the CFP during their first year of employment, under the CFP Board’s Accelerated Path option.**
• Foundational knowledge in key areas of financial planning: retirement, taxes, estate planning, investment vehicles, life insurance, disability, long-term care insurance, business succession, charitable giving, and generational wealth.
• Effective communication skills (written and verbal).
• Solid and proficient financial analysis and decision-making skills.
• Solid presentation skills.
• High level of commitment and self-motivation, with a desire to help others.
• Proficient in Microsoft Office with…