Financial Advisor: Personal Wealth & Client Growth

Hancock Whitney; Mandeville (LA); Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

Hancock Whitney seeks a Financial Advisor to manage existing and prospective clients, delivering personalized investment advice and wealth solutions. The role focuses on the mass affluent segment, including licensed bankers and financial centers, requiring strong consultative sales and regulatory compliance.

You will engage clients, develop action plans, and present suitable investment solutions while building long-term relationships across the region.

Qualifikationen

• Bachelor's degree preferred in Business, Finance, Accounting or related field.
• Must currently possess Life and Health Insurance license and be in good standing.
• Must currently possess SIE, Series 7 and Series 66 licenses; Series 63/65 can substitute for 66.
• Ability to learn, understand and communicate all investment products and procedures.

Aufgaben

• Contact existing and prospective clients to assess investment needs and present solutions.
• Use a consultative sales process to determine client needs and obtain commitment.
• Develop individualized financial plans aligned to client goals.
• Ensure paperwork complies with fiduciary standards and regulations.
• Travel within the assigned region to meet clients at Financial Centers or client locations.

Kenntnisse

Client consultation

Sales skills

Relationship building

Communication

Ausbildung

Bachelor's degree in Business/Finance/Accounting or related field

Jobbeschreibung

Hancock Whitney seeks a Financial Advisor to manage existing and prospective clients, delivering personalized investment advice and wealth solutions. The role focuses on the mass affluent segment, including licensed bankers and financial centers, requiring strong consultative sales and regulatory compliance.

You will engage clients, develop action plans, and present suitable investment solutions while building long-term relationships across the region.