Senior Private Banking Wealth Advisor

Hancock Whitney; Santa Rosa Beach (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

Hancock Whitney seeks an experienced wealth advisor to develop integrated wealth strategies for high net worth clients. You will drive planning processes, collaborate with CPAs and attorneys, and deliver tailored financial planning services to meet client objectives.

The role emphasizes cross-functional teamwork, business development, and strong relationship management within a Private Banking context. MBA or professional certifications enhance candidacy.

Qualifications

• Bachelor's degree in business, accounting, or finance is required. MBA preferred.
• CFP, JD, or CPA highly preferred.
• 10+ years of experience in financial advisement or planning.

Responsibilities

• Drives advisory-based planning process to deliver comprehensive wealth management strategies for high net worth clients.
• Act as a resource on estate planning, executive compensation, wealth transfer and retirement planning issues.
• Deliver financial planning services to new and existing high net worth clients.
• Collaborate with wealth partners to identify and pursue new high net worth clients.
• Collect data for financial and estate planning recommendations; analyze client information and provide suitable solutions.
• Partner with clients' other advisors (CPA, attorney) to coordinate plans.
• Maintain relationships with Relationship Team to support client service and development.
• Provide ongoing servicing to current clients to maintain goodwill and identify needs.
• Represent the bank in civic and industry functions to network and generate business.
• Contribute to ongoing improvement of Private Banking brand, processes, products and procedures.

Skills

Financial planning

Wealth management

Client relationships

Sales

Cross-functional collaboration

Education

Bachelor's degree in business, accounting, or finance

MBA preferred

CFP

JD

CPA

Job description

Hancock Whitney seeks an experienced wealth advisor to develop integrated wealth strategies for high net worth clients. You will drive planning processes, collaborate with CPAs and attorneys, and deliver tailored financial planning services to meet client objectives.

The role emphasizes cross-functional teamwork, business development, and strong relationship management within a Private Banking context. MBA or professional certifications enhance candidacy.