Senior Financial Advisor — Wealth Strategy for HNW Clients

Hancock Whitney; New Orleans (LA); On-site; USD 90,000 - 120,000; Full time

Job summary

Hancock Whitney seeks a Senior Financial Advisor to serve mass affluent and high net-worth clients with personalized financial advice and wealth solutions. The role includes meeting investment needs, presenting plans and coordinating with the Wealth team to reach referrals.

Candidates should hold a Life & Health license, SIE, Series 7 and 66 (63/65 substitute possible) and have 5 years of related experience, with travel to client sites as needed.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or related field is required.
• Minimum 5 years in brokerage, insurance, financial services or banking.
• Must currently possess Life and Health Insurance license in good standing.
• Must hold SIE, Series 7 and Series 66 in good standing; Series 63/65 can substitute for 66.
• Ability to learn, understand and communicate all investment products and procedures.
• Ability to identify selling opportunities to up-sell and cross-sell bank products.

Responsibilities

• Contact existing and prospective clients to assess investment needs and risks.
• Develop action plans and present personalized investment solutions.
• Trade money movement orders in compliance with regulatory requirements.
• Support wealth team and coordinate client events to reach referral goals.
• Travel within the region to meet clients at centers or offices.

Education

Bachelor's degree

5 years related experience

Life and Health Insurance license

SIE license

Series 7

Series 66

Series 63/65 substitution

Job description

Hancock Whitney seeks a Senior Financial Advisor to serve mass affluent and high net-worth clients with personalized financial advice and wealth solutions. The role includes meeting investment needs, presenting plans and coordinating with the Wealth team to reach referrals.

Candidates should hold a Life & Health license, SIE, Series 7 and 66 (63/65 substitute possible) and have 5 years of related experience, with travel to client sites as needed.