Senior Trust & Wealth Management Advisor

Hancock Whitney Corp.; New Orleans (LA); On-site; USD 120,000 - 180,000; Full time

Job summary

Hancock Whitney Corp. is seeking a Trust Advisor 3 to manage and grow complex wealth management client relationships across estates, trusts, guardianships, and agency accounts within Private Wealth Management.

The role involves fiduciary and investment management services, coordination with investment and trust tax teams, and ensuring compliance with applicable laws and bank policies. Ideal candidates will have a Bachelor’s degree in business or related field, 8 years of relationship management

Qualifications

• Bachelor’s degree in business or related field; 8 years of relationship management experience in banking/financial services.
• Series7 and Series66 licenses are strongly preferred and will allow for maximum incentive opportunity.

Responsibilities

• Develops and manages new business for large and complex Trust relationships.
• Administers, invests, and solicits business in compliance with policies and laws.
• Represents the company to clients, attorneys, CPAs and beneficiaries; coordinates with related departments.

Skills

Relationship management

Business development

Client relations

Education

Bachelor’s degree in business or related field

Series7 license

Series66 license (or Series63/65)

Job description

Hancock Whitney Corp. is seeking a Trust Advisor 3 to manage and grow complex wealth management client relationships across estates, trusts, guardianships, and agency accounts within Private Wealth Management.

The role involves fiduciary and investment management services, coordination with investment and trust tax teams, and ensuring compliance with applicable laws and bank policies. Ideal candidates will have a Bachelor’s degree in business or related field, 8 years of relationship management