Unknown Company

CFP Wealth Planning Specialist

ridgeland, ms • Posted Yesterday
Onsite Full Time Finance

Trustmark Investment Management seeks a Wealth Financial Planner to join our team in Ridgeland, MS. The role may be filled at Level I, II, or III, with responsibilities across financial planning, client meetings, and coordinating with Analysts.

You will design financial plans, mentor junior staff, and collaborate with bank partners while maintaining integrity and a client-centered approach. Travel for meetings and presentations is required.

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CFP Wealth Planning Specialist in ridgeland at Unknown Company

This position is listed as full time and onsite.

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