Private Wealth Strategist

Hancock Whitney Corporation; Winter Park (FL); On-site; USD 110,000 - 160,000; Full time

Job summary

Hancock Whitney Corp. in Winter Park, FL seeks an experienced Wealth Advisor to develop comprehensive wealth strategies for high net worth clients. You will prospect, deliver financial planning services, and coordinate with a Relationship Team to align products with client needs.

The role requires deep knowledge of estate, investment, and tax planning, with CFP/JD/CPA preferred and Series 7/66/Life-Health licenses advantageous. Strong sales and interpersonal skills are essential.

Qualifications

• Bachelor’s degree in Business preferred; a combination of education and experience may be considered.
• 8 years of experience in financial services or planning.
• Demonstrated understanding of estate, investment and financial planning issues for affluent and high net worth clients.
• CFP, JD, or CPA strongly preferred.
• Highly motivated; self-starter with the ability to work autonomously.
• Excellent sales and interpersonal skills required.
• Series 7, Series 66 and Life/Health licenses are strongly preferred and will allow for maximum incentive potential.
• A current Series 63 and 65 registration can substitute for the Series 66.

Responsibilities

• Actively engage in the prospecting, selling, production, and delivery of financial planning services to new and existing Private Wealth Management clients.
• Identifies and pursues acquisition of qualified Private Wealth Management clients, both new and existing bank clients.
• Recognize financial planning, estate planning, tax planning, and product implementation opportunities and communicate them to the client and appropriate Relationship Team members.
• Collect data necessary to have financial or estate plan prepared.
• Present and execute financial, estate, or tax plans.
• Analyze client financial information and deliver financial advice and appropriate financial products based on client needs.
• Establish and maintain excellent working relationships with Relationship Team members.
• Generate and refer clients to align with appropriate channel.
• Provide ongoing relation ship servicing to maintain goodwill and gain additional business.
• Monitor, maintain, and update call planner, pipeline, and closed business report using sales management tool.
• Represent the bank in civic, community, and industry functions to network and develop additional business.
• Understand wealth products and solutions to discuss needs and propose solutions.

Skills

Excellent sales and interpersonal

Self-starter/autonomous

Relationship management

Willingness to travel

Education

Bachelor’s degree in Business

CFP

Juris Doctor (JD)

Certified Public Accountant (CPA)

Job description

Hancock Whitney Corp. in Winter Park, FL seeks an experienced Wealth Advisor to develop comprehensive wealth strategies for high net worth clients. You will prospect, deliver financial planning services, and coordinate with a Relationship Team to align products with client needs.

The role requires deep knowledge of estate, investment, and tax planning, with CFP/JD/CPA preferred and Series 7/66/Life-Health licenses advantageous. Strong sales and interpersonal skills are essential.