Senior Wealth Investment Consultant - High Net Worth

Hancock Whitney; New Orleans (LA); On-site; USD 110,000 - 170,000; Full time

Job summary

Hancock Whitney seeks a Senior Investment Consultant to advise high-net-worth clients, assess goals and risk, and craft personalized investment plans. The role involves presenting solutions, ensuring fiduciary compliance, and handling paperwork for non-deposit products.

Travel within the assigned region to meet clients at centers or offices, while supporting referrals and investment objectives through proactive client engagement and events.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or related field preferred.
• Licenses: Life and Health Insurance, SIE, Series 7, Series 66 in good standing.
• Series 63/65 can substitute for Series 66 where applicable.
• Proven track record selling investment products to high net worth clients.

Responsibilities

• Consult with clients to assess investment needs and risk tolerance.
• Develop action plans and present suitable investment solutions.
• Ensure accurate paperwork in compliance with guidelines and fiduciary standards.
• Travel within the region to meet clients at Financial Centers or offices.
• Assist in meeting referral and investment goals through client events.

Skills

Consultative selling

Client relationships

Financial planning

Risk assessment

Communication

Education

Life and Health Insurance license

SIE

Series 7

Series 66

Series 63/65 substitution allowed

Job description

Hancock Whitney seeks a Senior Investment Consultant to advise high-net-worth clients, assess goals and risk, and craft personalized investment plans. The role involves presenting solutions, ensuring fiduciary compliance, and handling paperwork for non-deposit products.

Travel within the assigned region to meet clients at centers or offices, while supporting referrals and investment objectives through proactive client engagement and events.