Wealth Advisor — Personal Financial Planning

Hancock Whitney Corp.; Mandeville (LA); On-site; USD 60,000 - 90,000; Full time

Job summary

Hancock Whitney Corp. seeks a Financial Advisor to manage current and prospective clients by delivering personalized financial advice, investment strategies, and wealth solutions for mass affluent clients. The role focuses on licensed bankers and financial centers.

Candidates will assess investment needs, develop action plans, and present solutions while maintaining fiduciary standards and regulatory compliance across multiple centers and client locations in the Gulf South region.

Qualifications

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

Responsibilities

• Engage with existing and prospective clients to assess investment needs and risk tolerance.
• Develop personalized financial plans and present investment solutions.
• Ensure paperwork complies with fiduciary standards and regulatory requirements.
• Travel within assigned region to meet clients at Financial Centers or client locations.

Skills

Licenses

SIE

Series 7

Series 66

Series 63/65 substitute

Client relations

Financial planning

Education

Bachelor's degree

Job description

Hancock Whitney Corp. seeks a Financial Advisor to manage current and prospective clients by delivering personalized financial advice, investment strategies, and wealth solutions for mass affluent clients. The role focuses on licensed bankers and financial centers.

Candidates will assess investment needs, develop action plans, and present solutions while maintaining fiduciary standards and regulatory compliance across multiple centers and client locations in the Gulf South region.