Financial Planner

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified checked Jun 13, 2026

Salary

Not verified

401(k) match

Reported from DOL Form 5500 industry filing (not employer-specific)

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Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Finance From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Equity

Offered Verified - SEC 10-K source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Financial Planner Ridgeland, MS, US; Mobile, AL, US; Santa Rosa Beach, FL, US; Within Trustmark's Geographic Footprint, UNAVAILABLE, US Overview 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. The purpose of this position is to prepare and present financial plans and financial planning services (i.e. Advice) to high net worth and ultra-high net worth clients and prospective clients, while acting in a fiduciary capacity at all times. Financial Planners analyze clients' financial wellbeing based on the client's balance sheet, goals, objectives, and other family considerations. They design and present individualized, comprehensive and/or modular financial plans as part of the service team comprised of Portfolio Managers, Wealth Advisors, Client Executives, Private Bankers, and Investment Analysts. Topics may include, but are not limited to retirement & income planning, estate planning, trusts structures, charitable plans and gifting, and tax planning with both internal and external professionals. This position may be filled as a Level I, II or III. Additional responsibilities and qualifications apply. Responsibilities 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 disc

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