Wealth Advisor: Build Plans, Guide Clients, Grow Wealth

Hancock Whitney Corporation; Mandeville (LA); Hybrid; USD 60,000 - 95,000; Full time

Job summary

Hancock Whitney Corp. in Mandeville, LA seeks a Financial Advisor to manage existing clients and attract new ones by delivering personalized financial advice and wealth solutions. This role targets mass affluent clients and licensed bankers at financial centers.

You will develop individualized financial plans, present investment opportunities, and ensure fiduciary compliance while working with cross-functional teams to meet regional goals.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or related field.
• 2 years of related experience in brokerage, insurance, or financial services or banking preferred.
• Must currently possess Life and Health Insurance license and be in good standing.
• Must currently possess Securities Industry Essentials (SIE), Series 7 and Series 66 licenses and be in good standing; Series 63/65 can substitute for Series 66.

Responsibilities

• Contact existing and prospective clients to assess investment needs and risk tolerance; develop action plans and present solutions.
• Use a consultative sales process to determine client needs, obtain commitment and propose solutions with guidance as needed by Manager.
• Develop individualized financial plans aligned to each client’s financial needs and objectives.
• Ensure disclosures and fiduciary standards are met when selling non-deposit investment products on bank premises.
• Process trade orders and money movements in compliance with regulatory requirements.
• Travel to Financial Centers or client locations to meet with clients as required.

Education

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

Job description

Hancock Whitney Corp. in Mandeville, LA seeks a Financial Advisor to manage existing clients and attract new ones by delivering personalized financial advice and wealth solutions. This role targets mass affluent clients and licensed bankers at financial centers.

You will develop individualized financial plans, present investment opportunities, and ensure fiduciary compliance while working with cross-functional teams to meet regional goals.