Senior Private Wealth Advisor

Hancock Whitney; Pensacola (FL); On-site; USD 150,000 - 260,000; Full time

Job summary

Hancock Whitney is seeking a seasoned wealth advisor to architect comprehensive, integrated wealth strategies for high net worth clients in Florida. You will drive planning processes, coordinate with wealth partners, and deliver tailored financial guidance across estates, investments, and retirement planning.

Ideal candidates have extensive experience in financial advisement, advanced credentials (CFP/JD/CPA preferred), and strong interpersonal and sales skills.

Qualifications

• Bachelor's degree with a concentration in business, accounting, or finance; MBA preferred.
• 10+ years of experience in financial advisement or planning.
• Understanding of complex estate, investment and financial planning for affluent clients.
• CFP, JD, or CPA highly preferred; highly motivated and autonomous.
• Strong sales and interpersonal skills are required.

Responsibilities

• Drives advisory-based planning to deliver comprehensive wealth strategies for clients.
• Act as a resource on business succession, executive compensation, and retirement planning.
• Deliver financial planning services to new and existing high net worth clients.
• Identify and pursue qualified high net worth clients with wealth partners.
• Collect data for financial and estate planning recommendations.
• Analyze client finances and provide appropriate solutions.
• Collaborate with CPAs and attorneys as needed.
• Maintain relationships with Relationship Team for client service and development.
• Provide ongoing servicing to current clients and identify additional needs.
• Represent Hancock Whitney in civic, community, and industry events.
• Contribute to ongoing improvement of Private Banking brand and policies.

Skills

Relationship management

Financial planning

Communication skills

Sales abilities

Education

Bachelor's degree in business, accounting, or finance

MBA preferred

CFP

JD

CPA

Job description

Hancock Whitney is seeking a seasoned wealth advisor to architect comprehensive, integrated wealth strategies for high net worth clients in Florida. You will drive planning processes, coordinate with wealth partners, and deliver tailored financial guidance across estates, investments, and retirement planning.

Ideal candidates have extensive experience in financial advisement, advanced credentials (CFP/JD/CPA preferred), and strong interpersonal and sales skills.