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Financial Consultant-Wealth Management
Location:
Houston, Unknown
Type: Regular Full-Time
Job ID: 2021-13792
Category: Wealth Management
Overview

The purpose of this job is to generate fee income through the marketing of investment products to institutional and retail customers in an effort to satisfy customer needs.

Responsibilities:

Developing and maintaining contacts for the sale of personal investment products by participating in a customer call-in program to existing & prospective customers and maintaining a high level of profitable sales Determining specific customer needs and ensuring that appropriate transactions are executed Maintaining up to date familiarity with the current investment products portfolio to ensure optimum marketing potential and Keeping informed of personal investment product market trends and issues, developments affecting markets & customer needs Providing advice to customers on personal investment products/purchases by informing them of current market trends and recommending appropriate investment strategies.

Qualifications

Four year college education Series 7 and 63, 65 or 66 securities licenses Life Insurance license Knowledge of Markets-stocks & bonds Knowledge of Economics-employment, indicators, business trends, interest rates Fundamental accounting-financial statements Knowledge of required regulations and laws affecting transactions Interpersonal communication skills Selling skills

Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success.ย  At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment.ย  We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations.ย  Come onboard and join our team!

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Equal Opportunities for All

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accomodation for individuals with disabilities in employment.

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If you need accomodation for any part of the application process because of a medical condition or disability, please send an email to careers@trustmark.com or call 866.213.1418.

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Our Hiring Process

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

  • Verification of employment, education and other data provided by you on your employment application
  • Verification of eligibility to work in the US
  • Criminal background check
  • Credit check (required for certain positions)
  • Fingerprinting (required for certain positions)
  • Drug screen

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