Client-Focused Wealth & Investment Advisor

Hancock Whitney; United States; Vor Ort; USD 65.000 - 100.000; Vollzeit

Zusammenfassung

Hancock Whitney is seeking a Financial Advisor to manage existing and prospective clients by delivering personalized financial advice, investment strategies and wealth solutions. The role focuses on the mass affluent segment including licensed bankers and financial centers.

You will engage clients, develop plans, disclose necessary information, and coordinate with management to meet investment goals while traveling to client sites as needed.

Qualifikationen

• Bachelor's degree in Business, Finance, Accounting or related field.
• 2 years of related experience; brokerage, insurance, or financial services or banking preferred.
• Must currently possess Life and Health Insurance license and be in good standing.
• Must currently possess Securities Industry Essentials (SIE), series 7 and series 66 license and be in good standing. A current series 63 and 65 registration can substitute for series 66.
• Ability to learn, understand and communicate all investment products and procedures of the company.
• Ability to identify selling opportunities to up-sell and cross-sell bank products and services.

Aufgaben

• Contact existing and prospective clients to assess their investment needs and present solutions.
• Use a consultative sales process to determine client needs and propose solutions.
• Develop individualized financial plans aligned to client objectives.
• Make disclosures when selling non-deposit investment products on bank premises.
• Ensure accurate completion of all paperwork in compliance with guidelines.
• Receive trade orders and process money movements per regulatory requirements.
• Assist in meeting referral and investment goals through events and outreach.
• Participate in community affairs to increase visibility and opportunities.
• Travel within the assigned region to meet clients at centers or offices.

Kenntnisse

Relationship building

Communication

Time management

Sales skills

CRM software

Financial planning software

Ausbildung

Bachelor's degree in Business/Finance

Life and Health Insurance license

SIE, Series 7, Series 66 licenses

Tools

CRM software

Financial planning software

Jobbeschreibung

Hancock Whitney is seeking a Financial Advisor to manage existing and prospective clients by delivering personalized financial advice, investment strategies and wealth solutions. The role focuses on the mass affluent segment including licensed bankers and financial centers.

You will engage clients, develop plans, disclose necessary information, and coordinate with management to meet investment goals while traveling to client sites as needed.