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| Employer | Trustmark National Bank |
| Location | Hattiesburg, MS US |
| Posted | September 6, 2025 |
Job Details
TFS Financial Advisor Development Associate
This Opportunity is for a TFS Financial Advisor Development Associate with a work location in Hattiesburg, MS.
TFS Financial Advisor Development Associate
Location
US-MS-Hattiesburg
Job ID
2025-18774
Category
Investment Management
Type
Regular Full-Time
Job Grade
8
FLSA Status
Exempt
Working Hours
8-5
Job Location: Company
Trustmark Financial Services - 10192
Overview
The Financial Advisor Development Associate (FADA) program is designed to provide training and support to prepare selected candidates for a successful career as a Financial Advisor. This position serves as a key point of contact for client interactions, assists with investment operations, executes trades (once licensed), and supports marketing and relationship management efforts. It is designed as a professional developmental role for individuals pursuing a long-term career in financial advising.
Responsibilities
Essential Duties and Responsibilities:
Training & Registration:
Attend designated classes and training
Obtain Life, Accident, and Health Insurance License
Obtain Securities Required Licensing
Securities Industry Essentials (SIE)
Series 7
Series 66 or (Series 63 & Series 65)
Compliance & Administrative Functions
Maintain client files and compliance requirements for a FINRA compliant branch office
Maintain accurate and FINRA-compliant client records and filing systems
Support marketing campaigns and event coordination
Serve as back-up support for other assistants during absences
Client Service & Operational Support (once licensed)
Serve as the first point of contact for TFS Firm client inquiries and provide service in a professional and efficient manner
Open and service investment accounts for individuals, businesses, and retirement plans
Process money movements, securities transfers, and execute trade orders
Prepare customized client meeting reports and investment presentations
Sales & Advisory Support (once licensed)
Participate in the preparation and delivery of financial planning solutions under supervision
Maintain familiarity with current investment products, market trends, and developments affecting financial markets
Providing advice to customers on personal investment products, and suitable investment strategies
Contribute to new client acquisition and relationship development through marketing support and follow-up outreach
Knowledge, Skills, and Abilities:
Knowledge of:
Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
Basic principles and methods for showing, promoting, and selling products or services.
Skill in:
Preparing and delivering clear, effective, and professional presentations.
Strong communication and interpersonal skills to build relationships with clients.
Excellent problem-solving skills to identify the needs of clients through effective questioning and listening techniques.
Ability to:
Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.
Accept criticism and deal calmly and effectively in high stress situations.
Effectively communicate portfolio losses while preserving client loyalty.
Provide a high level of client service with a strong focus remaining on what's best for their personal wealth management.
Network in the community and effectively market him or herself and Trustmark Financial Services.
Qualifications
Educational/Previous Experience Requirements:
Bachelor's degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.
~or~
An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications:
Series 7 & 66 or ability to obtain within 1 year from start of program
Life, Accident, Health, and Variable Annuity or ability to obtain within 1 year from start of program.
Required:
Have genuine enthusiasm and interest in developing a long-term career with Trustmark in the financial industry
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.
EOE/M/F/V/D
TFS Financial Advisor Development Associate
Location
US-MS-Hattiesburg
Job ID
2025-18774
Category
Investment Management
Type
Regular Full-Time
Job Grade
8
FLSA Status
Exempt
Working Hours
8-5
Job Location: Company
Trustmark Financial Services - 10192
Overview
The Financial Advisor Development Associate (FADA) program is designed to provide training and support to prepare selected candidates for a successful career as a Financial Advisor. This position serves as a key point of contact for client interactions, assists with investment operations, executes trades (once licensed), and supports marketing and relationship management efforts. It is designed as a professional developmental role for individuals pursuing a long-term career in financial advising.
Responsibilities
Essential Duties and Responsibilities:
Training & Registration:
Attend designated classes and training
Obtain Life, Accident, and Health Insurance License
Obtain Securities Required Licensing
Securities Industry Essentials (SIE)
Series 7
Series 66 or (Series 63 & Series 65)
Compliance & Administrative Functions
Maintain client files and compliance requirements for a FINRA compliant branch office
Maintain accurate and FINRA-compliant client records and filing systems
Support marketing campaigns and event coordination
Serve as back-up support for other assistants during absences
Client Service & Operational Support (once licensed)
Serve as the first point of contact for TFS Firm client inquiries and provide service in a professional and efficient manner
Open and service investment accounts for individuals, businesses, and retirement plans
Process money movements, securities transfers, and execute trade orders
Prepare customized client meeting reports and investment presentations
Sales & Advisory Support (once licensed)
Participate in the preparation and delivery of financial planning solutions under supervision
Maintain familiarity with current investment products, market trends, and developments affecting financial markets
Providing advice to customers on personal investment products, and suitable investment strategies
Contribute to new client acquisition and relationship development through marketing support and follow-up outreach
Knowledge, Skills, and Abilities:
Knowledge of:
Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
Basic principles and methods for showing, promoting, and selling products or services.
Skill in:
Preparing and delivering clear, effective, and professional presentations.
Strong communication and interpersonal skills to build relationships with clients.
Excellent problem-solving skills to identify the needs of clients through effective questioning and listening techniques.
Ability to:
Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.
Accept criticism and deal calmly and effectively in high stress situations.
Effectively communicate portfolio losses while preserving client loyalty.
Provide a high level of client service with a strong focus remaining on what's best for their personal wealth management.
Network in the community and effectively market him or herself and Trustmark Financial Services.
Qualifications
Educational/Previous Experience Requirements:
Bachelor's degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.
~or~
An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications:
Series 7 & 66 or ability to obtain within 1 year from start of program
Life, Accident, Health, and Variable Annuity or ability to obtain within 1 year from start of program.
Required:
Have genuine enthusiasm and interest in developing a long-term career with Trustmark in the financial industry
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.
EOE/M/F/V/D
Job #621412