Wealth Advisor for High-Net-Worth & Mass Affluent

Hancock Whitney Corp.; Long Beach (MS); On-site; USD 85,000 - 125,000; Full time

Job summary

Hancock Whitney Corp. in the United States is seeking a Senior Financial Advisor to manage existing clients and attract new ones, delivering personalized financial advice, investment strategies and wealth solutions tailored to mass affluent and high net-worth clients.

You will conduct needs assessments, develop action plans, present solutions, coordinate with the Wealth team, and travel regionally to meet clients at Financial Centers or client sites, while maintaining regulatory and fiduciary

Qualifications

• Bachelor's degree in Business, Finance, Accounting or related field.
• 5 years of related experience in brokerage, insurance, financial services or banking.
• Life and Health Insurance license in good standing.
• SIE, Series 7 and Series 66 in good standing; Series 63/65 substitution acceptable.
• Ability to learn and communicate all investment products and procedures.
• Ability to identify selling opportunities to up-sell and cross-sell bank products and services.

Responsibilities

• Contact existing and prospective clients to assess their investment needs and present solutions.
• Use a consultative sales process to determine client needs and obtain commitment.
• Develop individualized financial plans aligned to each client's financial needs and objective.
• Make full disclosures required when selling non-deposit investment products on bank premises.
• Discuss benefits/risks and features of investment solutions for clients.
• Ensure accurate completion of paperwork in compliance with guidelines and fiduciary standards.
• Receive trade orders and instructions for money movement per regulatory requirements.
• Support referral and investment goals with Wealth team and center events.
• Participate in community affairs to increase visibility and new business opportunities.
• Routinely travel with assigned region to meet clients at Financial Centers or offices.

Skills

Client relationship management

Consultative selling

Financial planning

Communication

Education

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

Life and Health Insurance license

SIE license

Series 7 license

Series 66 license

Series 63/65 substitution acceptable

Job description

Hancock Whitney Corp. in the United States is seeking a Senior Financial Advisor to manage existing clients and attract new ones, delivering personalized financial advice, investment strategies and wealth solutions tailored to mass affluent and high net-worth clients.

You will conduct needs assessments, develop action plans, present solutions, coordinate with the Wealth team, and travel regionally to meet clients at Financial Centers or client sites, while maintaining regulatory and fiduciary