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Trustmark Bank

Financial Planner

Ridgeland | US-AL-Mobile | US-FL-Santa Rosa Beach | US-Within Trustmark's Geographic Footprint, MS, USPosted 3 weeks ago
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Job Description

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...

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Financial Planner at Trustmark Bank | Renata