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FEED

UNKNOWN

Coordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and solutions. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank.

Overview:
Provide a concierge delivery of financial services through a superior level of hands-on contact for the “BEST” customers of the Bank. These clients are high income earners, or high net worth clients.  This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic. This position may be filled as a Level I or II.  Additional responsibilities and qualifications apply.

Responsibilities:
<ul><li>Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert. Seek advice and guidance on complex credit requests</li><li>Services a loan portfolio, including credit and collateral exceptions and past dues</li><li>Work with partners to provide deposit solutions and other retail services to meet the needs of our clients</li><li>Work with team to provide non-bank solutions to meet the clients needs: Planning, investments, insurance, and fiduciary services</li><li>Coordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and solutions.</li><li>Maintain professional community relations, including leadership roles, to increase the bank’s visibility and new business opportunities, and to further professional development.</li><li>Provide financial and banking advice and counseling through a team approach to Trustmark’s “BEST” clients.</li><li>Perform additional duties as assigned.</li></ul>Additional Responsibilites for Level II:<ul><li>Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals.</li></ul>

Qualifications:
<ul><li>Four-year college education or equivalent work experience.</li><li>5 years banking experience or related work experience to include previous lending experience</li><li>Knowledgeable of Private Banking and the bank financial products and services</li><li>Knowledge of deposit and loan products, as well as bank policy</li><li>Knowledge of document preparation and new accounts systems</li><li>Knowledge of negotiable instruments</li><li>Complete understanding of the requirements of properly securing a loan</li><li>Familiar with state and federal regulations and bank policies relating to credit</li><li>Knowledge of sales principles</li><li>Knowledge of Basic investment strategies implemented by High net worth clients</li><li>Knowledge of Basic estate planning strategies implemented by High net worth clients</li><li>Knowledge of Basic insurance strategies implemented by High net worth clients</li><li>Superior judgment in making loan decisions </li><li>Experience dealing with sophisticated clientele</li><li>Experience in recognizing and handling troubled loans and problem customers</li><li>Thorough knowledge and understanding of loan and deposit debits and credits</li><li>Strong analytical ability</li><li>Advanced interpersonal skills</li><li>Must possess effective verbal and written communication skills</li><li>Proven ability to build relationships</li><li>Customer contact and sales and service skills</li><li>Ability to work with others </li><li>Ability to lead the work of others</li><li>Prefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experience</li><li>Bank branch work preferred</li><li>Previous investment experience with 7, 63 or 66, and insurance licensure preferred</li></ul>Additional Qualifications for Level II:<ul><li>7 years banking experience or related work experience to include previous lending experience</li><li>Thorough knowledge of Private Banking and the bank financial products and services</li><li>Preferably commercial lending banking experience or related work </li></ul>Physical Requirements/Working Conditions:  Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site.  Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank.  No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

Trustmark Bank

Private Banking Relationship Manager I/II

Accounting

Analysis Skills

Bank Management

Banking Regulations

Banking Services

Business Banking

Business Development

Business Strategy

Commercial Banking

Commercial Loans

Communication Skills

Community Relations

Computer Mouse Hardware

Consumer Loans

Credit Processing

Customer Relations

Estate Planning

Federal Laws and Regulations

Fiduciary

Finance

Financial Planning

Financial Services

High Net Worth

Insurance

Interpersonal Skills

Investment Strategy

Keyboards

Leadership

Loan Approval

Loan Portfolio

Loan Processing

Loans

Mortgage

Physical Demands

Presentation/Verbal Skills

Private Banking

Relationship Management

Retail

Sales

Service Delivery

State Laws and Regulations

Strategic Planning

Succession Planning

Team Lead/Manager

Team Player

Writing Skills

[AW]-iCims

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Financial Advisor Jobs at First Command:Shaping Positive Financial Behaviors since 1958First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on-one coaching with military families. We embrace time-tested financial principles and a client-first philosophy.  We inspire and motivate clients to take the first or next step on a path to financial security.3 out of 4 of our Financial Advisors are veterans or military spouses.Many of our 165+ offices nationwide are located near military installations.If you’re exploring what’s next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience matters — and here, it’s a foundation for building a meaningful, long‑term career.What you’ll do:<ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">You will coach military families on how to build a comprehensive financial plan that includes: </li></ul></li></ul><ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Savings/banking</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Investments/wealth management</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Insurance/risk management</li></ul></li></ul>Training and licensing support:<ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.</li></ul></li></ul><ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Licensing: You’ll receive structured training and test preparation to help you obtain the necessary securities and Life & Health licenses—no prior licensing is required.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Role Progression: Upon completing licensing, you’ll have the opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Compensation: As you begin this career, your First Command Financial Advisor compensation will consist of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.  </li></ul></li></ul>Becoming an Advisor:<ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Compensation: There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. </li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Professional Development: We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Independence: Set your own schedule to manage work-life balance.</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Flexibility: Mobile career opportunities throughout the United States which allow your career to move with you.  </li></ul></li></ul>Desired Qualifications:<ul><li><ul><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Military experience or affiliation</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Bachelor’s degree</li><li class="MsoNormal" style="color:black;line-height:15pt;background:white;vertical-align:baseline">Proven leadership skills</li></ul></li></ul>Learn more about First Command:First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit <a href="https://www.firstcommand.com/careers/" rel="nofollow" title="https://www.firstcommand.com/careers/">Financial Services Careers | First Command</a>. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member <a href="https://www.sipc.org/" rel="nofollow" title="https://www.sipc.org/">SIPC</a>, <a href="https://www.finra.org/" rel="nofollow" title="https://www.finra.org/">FINRA</a>), First Command Advisory Services, Inc., First Command Insurance Services, Inc.  First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. Required Skills #LI-MR2 Required Experience

First Command Financial Services, Inc.

Financial Advisor

Brokerage

Coaching

Entrepreneurship

Investment Management

Licensing

Military

People Management

Philosophy

Risk Management

Securities

Testing

Wealth Management

silkroad ATS feed

What You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Why Stifel:
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing:
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).

What We're Looking For:
<ul><li>Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.</li><li>Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.</li><li>Provide quotes and other account-related information to assist clients.</li><li>Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.</li><li>Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).</li><li>Provide reports and other information to FA(s), as requested.</li><li>Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.</li><li>Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.</li><li>Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.</li><li>Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.</li></ul>

What You'll Bring:
<ul><li>Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.</li><li>Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.</li><li>Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.</li><li>Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.</li><li>Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.</li><li>Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.</li></ul>

Education & Experience:
<ul><li>Minimum Required: High School Diploma or equivalent</li><li>Minimum Required: 2 years investment industry experience</li></ul>

Licenses & Credentials:
<ul><li>Minimum Required: Series 7 and 63 or 66</li></ul>

Systems & Technology:
<ul><li>Proficient in Microsoft Excel, Word, PowerPoint, Outlook.</li></ul>

About Stifel:
Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

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