Senior Wealth Advisor – Private Banking & Investments

Hancock Whitney Corporation; Diamondhead (MS); On-site; USD 90,000 - 120,000; Full time

Job summary

The Senior Financial Advisor at Hancock Whitney Corp. will manage existing clients and prospects, delivering personalized financial advice and wealth solutions. The role targets mass affluent and high net-worth clients, including private bankers and licensed bankers, with travel to financial centers as needed.

Candidates should hold relevant licenses (SIE, Series 7, 66; Life/Health). The firm emphasizes core values and regional service across the Southeast, including Mississippi where the

Qualifications

• Bachelor's degree in Business, Finance, Accounting or related field.
• Appropriate securities licenses: SIE, Series 7 and Series 66 in good standing.
• Life and Health Insurance license in good standing; Series 63/65 may substitute for Series 66.
• Ability to learn investment products and communicate them clearly.

Responsibilities

• Contact existing and prospective clients to assess investment needs and risk.
• Develop action plans and present wealth solutions and investment strategies.
• Travel within the region to meet clients at centers or offices as requested.
• Support referral and investment goals with Wealth team and events.

Skills

Relationship building

Financial advisory

Communication

Prospecting & farming

Education

Bachelor's degree in Business/Finance/Accounting

Life & Health Insurance license

SIE license

Series 7 license

Series 66 license

Job description

The Senior Financial Advisor at Hancock Whitney Corp. will manage existing clients and prospects, delivering personalized financial advice and wealth solutions. The role targets mass affluent and high net-worth clients, including private bankers and licensed bankers, with travel to financial centers as needed.

Candidates should hold relevant licenses (SIE, Series 7, 66; Life/Health). The firm emphasizes core values and regional service across the Southeast, including Mississippi where the