Senior Wealth Advisor – Multigenerational Planning

Hancock Whitney; Winter Park (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Hancock Whitney Wealth Management in Winter Park, FL is seeking a Wealth Advisor to develop comprehensive, multigenerational wealth strategies for high net worth clients. You will tailor estate, tax, and investment plans and coordinate with Relationship Team members to deliver customized solutions.

The role requires a Bachelor's degree in Business, 8 years of financial services experience, and professional credentials (CFP/JD/CPA preferred).

Qualifications

• Bachelor's degree in Business preferred; a combination of education and experience may be considered
• 8 years of experience in financial services or planning
• Demonstrated understanding of estate, investment and financial planning issues for affluent and high net worth clients
• CFP, JD, or CPA strongly preferred
• Highly motivated; self-starter with the ability to work autonomously
• Excellent sales and interpersonal skills required
• Series 7, Series 66 and Life/Health licenses are strongly preferred and will allow for maximum incentive potential. A current Series 63 and 65 registration can substitute for the Series 66.

Responsibilities

• Actively engage in prospecting, selling, production, and delivery of financial planning services to Private Wealth Management clients
• Identifies and pursues acquisition of qualified Private Wealth Management clients
• Recognize opportunities and communicate them to the client and Relationship Team
• Present and execute financial, estate, or tax plans
• Analyze client financial information and deliver financial advice and appropriate products
• Establish and maintain relationships with Relationship Team members
• Collaborate with bank partners to generate referrals
• Provide ongoing relationship servicing to maintain goodwill and growth
• Monitor and update call planner, pipeline, and closed business report
• Represent the bank in civic, community, and industry functions
• Understand wealth products and discuss needs to propose solutions

Skills

Sales skills

Interpersonal skills

Self-starter

Education

Bachelor's degree in Business

CFP/JD/CPA preferred

Tools

Series 7

Series 66

Life/Health licenses

Series 63/65 substitution

Job description

Hancock Whitney Wealth Management in Winter Park, FL is seeking a Wealth Advisor to develop comprehensive, multigenerational wealth strategies for high net worth clients. You will tailor estate, tax, and investment plans and coordinate with Relationship Team members to deliver customized solutions.

The role requires a Bachelor's degree in Business, 8 years of financial services experience, and professional credentials (CFP/JD/CPA preferred).