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CFP Wealth Planning Specialist

Job in Ridgeland, Madison County, Mississippi, 39158, USA
Listing for: Talentify
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 95000 - 150000 USD Yearly USD 95000.00 150000.00 YEAR
Job Description & How to Apply Below

Trustmark Investment Management seeks a Wealth Financial Planner to join our team in Ridgeland, MS. The role may be filled at Level I, II, or III, with responsibilities across financial planning, client meetings, and coordinating with Analysts.

You will design financial plans, mentor junior staff, and collaborate with bank partners while maintaining integrity and a client-centered approach. Travel for meetings and presentations is required.

We are looking to fill the CFP Wealth Planning Specialist position at Talentify in Ridgeland, MS, United States.

Are you ready to take on the CFP Wealth Planning Specialist role at Talentify?

We would love to welcome a new CFP Wealth Planning Specialist to our organisation in Ridgeland, MS, United States.

For the CFP Wealth Planning Specialist position at Talentify, we are reviewing applications now.

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