Private Wealth Advisor I/II/III

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

Private Wealth Advisor I/II/III Birmingham, AL, US Overview This position is responsible for designing and delivering tailored wealth strategies for high-net-worth individuals and families. Success is measured by new client acquisition, retention, and growth of an existing portfolio. The advisor ensures each client receives a personalized Trustmark experience that reflects their goals and preferences. **This position may be filled as a Level I, II or III. Additional responsibilities and qualifications apply. Responsibilities Serve as the primary relationship lead for high-net-worth clients ensuring they can access the firm's full suite of solutions. Partner with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to evaluate a client's financial picture and develop comprehensive short and long term plans. Drive business development by creating and executing strategies to expand the client base and promote the bank's full capabilities. Identify opportunities to deepen relationships by reviewing client holdings-including those outside the firm-to consolidate assets or introduce additional services such as credit, fiduciary support, or financial planning. Manage a robust sales pipeline, ensuring consistent movement through the sales cycle and achievement of revenue targets. Lead ongoing relationship reviews with internal partners to ensure client objectives remain on track. Coordinate communication and activities across the advisory team, recommending wealth solutions as needed. Build strong internal and

Read the full description at jobs-trustmark.icims.com. FewerJobs shows a preview and links to the original posting.