Wealth Management Consultant
Wealth Management Consulting - 0139 - Jackson, MS

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The purpose of this job is to develop new business relationships for the Wealth Management department. This includes, but is not limited to, personal trust, retirement plans, asset management, insurance and financial planning.


· Build a pipeline of High New Worth individuals and businesses
· Build team of Wealth Management specialists to meet client needs
· Create visibility within bank by networking with other lines of business
· Continuing education to stay abreast of current market offerings


· Knowledge of Securities and Investments

· Knowledge of Trust and employee benefits
· Selling skills

· Time management to prioritize workload

· Interpersonal communication skills

· Oral and written communication skills

· Ability to build relationships

· Customer contact skills

· Ability to become involved in the community
· Four-year college education

· Previous experience in the investment business

Trustmark National Bank - 22 months ago - save job