Senior Wealth Advisor for High-Net-Worth Clients

Hancock Whitney; Mobile (AL); Presencial; USD 140.000 - 230.000; Jornada completa

Descripción de la vacante

Hancock Whitney is seeking an experienced wealth advisory professional to develop comprehensive, integrated wealth strategies for high net worth clients in Mobile, Alabama. The role focuses on delivering sophisticated financial planning, estate planning, and retirement solutions while collaborating with wealth partners to expand the client base.

The candidate must have a Bachelor’s degree in business/finance, at least 10 years in financial advisement, and preferably CFP/JD/CPA credentials.

Formación

• Bachelor’s degree in business, accounting, or finance is required; MBA preferred.
• CFP, JD, or CPA credentials are highly preferred.
• Candidate should have strong sales, interpersonal, and autonomous work skills.

Responsabilidades

• Drives advisory-based planning to deliver comprehensive wealth strategies for high net worth clients.
• Act as a resource on estate, retirement, and wealth transfer planning.
• Engage in delivering financial planning services to new and existing high net worth clients.
• Develop relationships with wealth partners to pursue qualified high net worth clients.

Conocimientos

Excellent sales and interpersonal

Self-starter/autonomous work

Ability to work under pressure

Educación

Bachelor's degree in business/accounting/finance

MBA preferred

CFP/JD/CPA preferred

Descripción del empleo

Hancock Whitney is seeking an experienced wealth advisory professional to develop comprehensive, integrated wealth strategies for high net worth clients in Mobile, Alabama. The role focuses on delivering sophisticated financial planning, estate planning, and retirement solutions while collaborating with wealth partners to expand the client base.

The candidate must have a Bachelor’s degree in business/finance, at least 10 years in financial advisement, and preferably CFP/JD/CPA credentials.