Wealth Advisor

Hancock Whitney Corp.; Mobile (AL); On-site; USD 120,000 - 190,000; Full time

Job summary

Hancock Whitney Corp. in Mobile, AL seeks an experienced wealth advisor to develop comprehensive wealth strategies for high net worth clients. You will lead advisory-based planning and deliver tailored financial guidance to meet client objectives.

Collaborate with wealth partners on succession, estate, and retirement planning while identifying new high net worth clients. Travel may be required; partnering with CPAs and attorneys is essential to service excellence.

Qualifications

• Bachelor’s degree with a concentration in business, accounting, or finance.
• MBA preferred (optional)
• 10+ years of experience in financial advisement or planning.
• CFP, JD, or CPA highly preferred.
• Excellent sales and interpersonal skills.

Responsibilities

• Drives advisory-based planning process to deliver comprehensive wealth management strategies.
• Act as a resource for client and wealth team on succession, compensation, wealth transfer, and retirement planning.
• Deliver financial planning services to high net worth clients.
• Work with wealth partners to identify and pursue acquisition of qualified high net worth clients.
• Collaborate with CPAs and attorneys as needed.
• Maintain relationships with the Relationship Team to support client service and development.
• Represent the bank at civic, community, and industry functions to network and develop business.
• Contribute to ongoing improvement of Private Banking brand, processes, and policies.

Skills

Financial planning

Estate planning

Wealth transfer

Client relationships

Executive compensation

Business development

Education

Bachelor’s degree in business, accounting, or finance

MBA preferred

CFP/JD/CPA preferred

Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.JOB FUNCTION / SUMMARY:This position is primarily responsible for developing comprehensive, integrated, multi-generational wealth strategies for high net worth clients.ESSENTIAL DUTIES & RESPONSIBILITIES:Drives advisory-based planning process to ensure the delivery of comprehensive wealth management strategies to meet client objectives.Act as a resource for client and wealth team members on business succession, executive compensation, wealth transfer and retirement planning issues.Engage in the delivery of financial planning services to new and existing high net worth clientsWorks 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 recommendationsAnalyze client financial information and deliver financial advice and appropriate solutions based on client needsPartner with clients other advisors (CPA, attorney)Establish and maintain excellent working relationships with members of a Relationship Team designated to support client service and client developmentProvides 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 additional businessParticipate in the on-going improvement and refinement of Private Banking brand, processes, products, services, and operating policies and procedures.MINIMUM REQUIRED EDUCATION, EXPERIENCE, & KNOWLEDGE:Bachelor’s degree with a concentration in business, accounting, or finance. MBA preferred10+ years of experience in financial advisement or planningDemonstrated understanding of complex estate, investment and financial planning issues for affluent and high net worth clients.CFP, JD, or CPA highly preferredHighly motivated; Self-starter with the ability to work autonomouslyExcellent sales and interpersonal skills requiredESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:Ability to work under stress and meet deadlinesAbility to operate related equipment to perform the essential job functionsAbility to read and interpret a document if required to perform the essential job functionsAbility to travel if required to perform the essential job functionsAbility to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.DISCLAIMERThis job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to Hancock Whitney.NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THE JOB AT ANY TIMEEqual Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.