Senior Wealth Planner High-Net-Worth Clients
Job in
Santa Rosa Beach, Walton County, Florida, 32459, USA
Listed on 2026-06-12
Listing for:
Trustmark Bank
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Banking & Finance
Job Description & How to Apply Below
Trustmark Bank in Santa Rosa Beach, Florida, seeks an experienced Financial Planner to prepare and present tailored financial plans for high net worth clients. Responsibilities include collaborating with wealth teams, designing comprehensive plans, and maintaining metrics for financial planning activities. Ideal candidates should have a Bachelor's degree, 3+ years in financial services, and hold a CFP or CWS designation. The role requires strong communication skills, a high level of integrity, and proficiency in financial analysis.
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Position Requirements
10+ Years
work experience
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