Senior Wealth Investment Advisor

Hancock Whitney Corp.; Gulfport (MS); On-site; USD 90,000 - 150,000; Full time

Job summary

Hancock Whitney Corp. seeks a Senior Investment Consultant to consult with high net worth clients, assess investment needs, and develop tailored financial plans that align with clients’ goals.

The role focuses on ultra high-net-worth segments including private bankers and licensed bankers, with travel to Financial Centers and client locations as required. Responsibilities include presenting investment solutions, ensuring fiduciary compliance, and supporting business development through client

Qualifications

• Bachelor's degree preferred in Business, Finance, Accounting or related field.
• Licensing: Life & Health Insurance license in good standing; SIE, Series 7, Series 66 in good standing.
• A current Series 63 and 65 can substitute for Series 66.

Responsibilities

• Contact existing and prospective clients to assess investment needs and present solutions.
• Develop individualized financial plans aligned to client goals.
• Travel within the region to meet clients at centers or offices.
• Support in achieving referral and investment goals through events and outreach.
• Ensure compliant paperwork and disclosures for non-deposit investment products.

Skills

Client consultations

High net worth focus

Consultative sales

Relationship building

Regulatory compliance

Education

Bachelor's degree in Business, Finance, Accounting or related field

Job description

Hancock Whitney Corp. seeks a Senior Investment Consultant to consult with high net worth clients, assess investment needs, and develop tailored financial plans that align with clients’ goals.

The role focuses on ultra high-net-worth segments including private bankers and licensed bankers, with travel to Financial Centers and client locations as required. Responsibilities include presenting investment solutions, ensuring fiduciary compliance, and supporting business development through client