Elite Private Wealth Advisor

Hancock Whitney; New Orleans (LA); On-site; USD 90,000 - 150,000; Full time

Job summary

Hancock Whitney is seeking a Wealth Advisor to develop comprehensive wealth strategies for high-net-worth clients, coordinating financial planning and product solutions to meet identified needs.

The role emphasizes prospecting, client acquisition, and ongoing relationship management within a Private Wealth Management team, leveraging banking partnerships to deliver integrated wealth solutions.

Qualifications

• Bachelor's degree in Business or related field; 8+ years in financial services or planning.
• Strong sales and interpersonal skills.
• Proven ability to develop and manage high-net-worth client relationships.
• Certifications (CFP, JD, CPA) strongly preferred; Series licenses advantageous.

Responsibilities

• Prospect and deliver financial planning services to Private Wealth Management clients.
• Identify and pursue new private wealth clients and opportunities.
• Present financial, estate, tax plans and recommendations.
• Analyze client financial data and tailor suitable products.
• Maintain relationships with the Relationship Team and bank partners.
• Navigate wealth solutions and investments to meet client needs.

Skills

Sales experience

Interpersonal skills

Financial planning

Client relationship building

Autonomy

Education

Bachelor's degree in Business

CFP/JD/CPA preferred

Job description

Hancock Whitney is seeking a Wealth Advisor to develop comprehensive wealth strategies for high-net-worth clients, coordinating financial planning and product solutions to meet identified needs.

The role emphasizes prospecting, client acquisition, and ongoing relationship management within a Private Wealth Management team, leveraging banking partnerships to deliver integrated wealth solutions.