Financial Planner

Overview

Trustmark Investment Management operates as a fiduciary in the management and advising of Wealth clients. Activities include financial planning, asset allocation, security selection, trading implementation, and other activities as required of a regulated bank providing wealth services.

Responsibilities

• Collaborate with other members of the Wealth team in solving client needs and complex issues related to life, business, and planning.
• Carefully coordinate plans and workflow with Analysts who support the financial planning process.
• Meet with prospects and clients to discover needs, goals, and objectives, review client information, and present financial plans with their service team.
• Design financial plans with recommendations based on client data and goals.
• Maintain systems to track financial planning activities, progress, and results.
• Travel as needed to conduct meetings and presentations to clients, prospects, internal company presentations, and external advisory firms and civic organizations.
• Proven work ethic with high level of integrity to build trust with our clients and internal partners.
• Perform additional duties as assigned.

Qualifications

• Bachelor’s degree in a relevant field of study
• 3 years of experience in the Financial Services industry (e.g., investment analysis, financial planning, investment management, or similar endeavor).
• Must hold either the Certified Financial Planner® (CFP) or Certified Wealth Strategist (CWS) designation.
• Foundational knowledge in key areas of financial planning: retirement, taxes, estate planning, investment vehicles, life insurance, disability, long-term care insurance, business succession, charitable giving, and generational wealth.
• Effective communication skills (written and verbal).
• Solid and proficient financial analysis and decision-making skills.
• Solid presentation skills.
• High level of commitment and self-motivation, with a desire to help others.
• Proficient in Microsoft Office with solid math and analytical capabilities.
• Detail-oriented with an awareness of the impact of assumptions in building client scenarios.
• Experience with Money Guide Pro or other financial planning tools and software preferred.
• Pursuit of CFA, CMT, or other relevant professional designations preferred.
• Business Exit Planning Certification: CExP(Certified Exit Planner) preferred, CBEC(Certified Business Exit Consultant) preferred, CEPA(Certified Exit Planning Advisor) preferred, MBA preferred.

Level II Additional Qualifications

• 4 years of Financial Services Industry Experience with 2 years of Financial Planning Experience.
• Advanced knowledge of financial planning: retirement, taxes, estate planning, investment vehicles, life insurance, disability, long-term care insurance, business succession, charitable giving, and generational wealth.
• Advanced knowledge and experience in critical wealth management issues.
• Advanced financial analysis and decision-making skills.
• Advanced presentation capabilities.

Level III Additional Qualifications

• 6 years of Financial Services Industry Experience with 4 years of Financial Planning for high-net-worth individuals.
• Expert level knowledge and experience in all areas of financial planning: retirement, taxes, estate planning, investment vehicles, life insurance, disability, long-term care insurance, business succession, charitable giving, and generational wealth.
• Easily and fluidly discusses complex topics or concepts, making it understandable and relatable to clients.
• Creates custom analytics and/or seeks others' expertise to develop the analysis needed to convey a concept or message.
• Outstanding financial analysis and decision-making skills, using intuition and experience gained from complex scenarios.
• Comfortable and dynamic in presenting in both small and large group setting.