Senior Wealth Planner for High-Net-Worth Clients

Trustmark Bank in Santa Rosa Beach, Florida, seeks an experienced Financial Planner to prepare and present tailored financial plans for high net worth clients. Responsibilities include collaborating with wealth teams, designing comprehensive plans, and maintaining metrics for financial planning activities. Ideal candidates should have a Bachelor's degree, 3+ years in financial services, and hold a CFP or CWS designation. The role requires strong communication skills, a high level of integrity, and proficiency in financial analysis.
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