Senior Wealth Advisor – Multi-Generational Planning

Hancock Whitney; Destin (FL); On-site; USD 120,000 - 230,000; Full time

Job summary

Hancock Whitney in Florida seeks an experienced wealth advisor to develop integrated multi-generational strategies for high net worth clients.

You will lead advisory planning, partner with CPAs and attorneys, and drive client acquisition while delivering tailored financial advice.

This role requires 10+ years of experience and a track record in estate and investment planning within private banking.

Qualifications

• Bachelor's degree in business, accounting, or finance; MBA preferred.
• 10+ years of experience in financial advisement or planning.
• Demonstrated understanding of complex estate, investment and financial planning issues for affluent and high net worth clients.
• CFP, JD, or CPA highly preferred.
• Highly motivated; Self-starter with the ability to work autonomously.
• Excellent sales and interpersonal skills required.

Responsibilities

• Drives advisory-based planning process to deliver comprehensive wealth management strategies.
• Act as a resource for client and wealth team on succession, executive compensation, wealth transfer and retirement planning issues.
• Engage in the delivery of financial planning services to new and existing high net worth clients.
• Work with wealth partners to identify and pursue the acquisition of qualified high net worth clients.
• Collect data necessary for the preparation of financial and estate planning recommendations.
• Analyze client financial information and deliver financial advice and appropriate solutions.
• Partner with clients' CPAs and attorneys.
• Establish and maintain relationships with the Relationship Team to support client service and development.
• Provide ongoing relationship servicing with current clients to maintain goodwill and identify additional client needs.
• Represent the bank in civic, community, and industry functions to network and develop business.
• Participate in ongoing improvement of Private Banking brand, processes, products, services, and operating policies.

Skills

Financial planning

Sales

Interpersonal skills

Relationship management

Education

Bachelor's degree in business, accounting, or finance

MBA preferred

CFP, JD, or CPA preferred

Job description

Hancock Whitney in Florida seeks an experienced wealth advisor to develop integrated multi-generational strategies for high net worth clients.

You will lead advisory planning, partner with CPAs and attorneys, and drive client acquisition while delivering tailored financial advice.

This role requires 10+ years of experience and a track record in estate and investment planning within private banking.