Senior Private Wealth Advisor

Hancock Whitney Corp.; Orlando, Northern (FL, KY); Hybrid; USD 95,000 - 150,000; Full time

Job summary

Hancock Whitney Corp. in Winter Park/Orlando seeks a Wealth Advisor to develop integrated, multigenerational wealth strategies for high net worth clients, including planning and placement of wealth management products.

The role stresses prospecting, client relationship building, and collaboration with a Relationship Team. Licenses and credentials such as CFP/JD/CPA are highly valued and some travel may be required.

Qualifications

• Bachelor’s degree in Business or related field.
• CFP, JD, or CPA preferred.
• Series 7, Series 66 and Life/Health licenses preferred; Series 63/65 can substitute for Series 66.

Responsibilities

• Actively engage in prospecting, selling, production, and delivery of financial planning services to Private Wealth Management clients.
• Identify and pursue acquisition of qualified Private Wealth Management clients.
• Present and execute financial, estate, or tax plans; analyze client financial information and advise on products.

Skills

Sales experience

Interpersonal skills

Client relationship management

Education

Bachelor’s degree in Business

CFP

JD

CPA

Series 7

Series 66

Series 63/65

Life/Health licenses

Tools

Series 7

Series 66

Life/Health licenses

Series 63/65

Job description

Hancock Whitney Corp. in Winter Park/Orlando seeks a Wealth Advisor to develop integrated, multigenerational wealth strategies for high net worth clients, including planning and placement of wealth management products.

The role stresses prospecting, client relationship building, and collaboration with a Relationship Team. Licenses and credentials such as CFP/JD/CPA are highly valued and some travel may be required.