Wealth Advisor
About the job
- A Bachelor's degree, with a concentration in Business preferred; a combination of education and experience may be considered.
- At least 8 years of experience in financial services or planning.
- Demonstrated understanding of estate, investment, and financial planning issues for affluent and high net worth clients.
- Ability to work autonomously.
- Sales and interpersonal skills.
- Ability to travel if required to perform the essential job functions.
- Ability to work under stress and meet deadlines.
- Ability to operate related equipment to perform the essential job functions.
- Ability to read and interpret documents if required to perform the essential job functions.
- Ability to lift, move, or carry approximately 10 pounds if required to perform the essential job functions.
- Develop comprehensive, integrated, multigenerational wealth strategies for high net worth clients, including placement of wealth management products to satisfy identified needs.
- Engage in prospecting, selling, production, and delivery of financial planning services to new and existing Private Wealth Management clients.
- Identify and pursue the acquisition of qualified Private Wealth Management clients, including new and existing bank clients.
- Recognize financial planning, estate planning, tax planning, and product implementation opportunities and communicate them to clients and appropriate Relationship Team members.
- Collect data necessary to prepare financial or estate plans.
- Present and execute financial, estate, or tax plans.
- Analyze client financial information and deliver financial advice and appropriate financial products based on client needs.
- Establish and maintain working relationships with members of the designated Relationship Team to support client service and development.
- Team with partners throughout the bank to generate and make referrals that align clients with the appropriate channel.
- Provide ongoing relationship servicing to current clients to maintain goodwill and gain additional business.
- Monitor, maintain, and update the call planner, pipeline, and closed business report using a sales management tool.
- Represent the bank in civic, community, and industry functions to network and develop additional business.
- Maintain an understanding of the company's wealth products, wealth issues, product solutions relevant to Private Wealth Management clients, investments, and risk to discuss needs and propose solutions.
- Certified Financial Planner, Juris Doctor, or Certified Public Accountant qualification.
- Series 7, Series 66, and Life/Health licenses; current Series 63 and 65 registration may substitute for Series 66.
About the company
Hancock Whitney is a regional bank with more than $35 billion in assets that serves Mississippi, Alabama, Florida, Louisiana, and Texas, plus loan offices in Nashville and Atlanta. It offers traditional and online banking, commercial and small-business banking, private banking, trust and investment services, healthcare banking, and mortgage lending. The company helps clients manage money, borrow, invest, and plan for future needs through its network of offices and online platforms. Its goal is to be a trusted financial partner by upholding values of honor, integrity, strength, service, teamwork, and personal responsibility while supporting communities and associates.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Gulfport, Mississippi
Founded
1899
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Simplify's Take
What believers are saying
- Q2 2026 revenue rose 6.9% to $401 million; EPS hit $1.55.
- Net interest margin reached 3.56% in Q2 2026, despite flat rates.
- Capital stayed strong at 13.18% CET1, supporting dividends and buybacks.
What critics are saying
- CET1 fell to 13.18% after the One Florida closing and buybacks.
- Q2 nonperforming loans rose to $113.7 million, signaling credit drift.
- Litigation and branch closures persist, including McKinley v. Hancock Whitney Bank and 44 closures.
What makes Hancock Whitney unique
- Largest Gulf South bank, with 193 branches across Louisiana, Mississippi, Alabama, Florida, Texas.
- Orlando entry via One Florida Bank closed August 1, 2026, expands Florida scale.
- Wealth, mortgage, and trust services add stickiness beyond plain commercial lending.
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Benefits
Performance Bonus
Company News
Hancock Whitney reopens renovated Harahan financial center. KEY TAKEAWAYS: * Hancock Whitney reopened its renovated Elmwood financial center at 5200 Mounes St. in Harahan. * The updated location serves individuals and businesses throughout Jefferson Parish and Greater New Orleans. * Services include personal and business banking, lending and wealth management. * Hancock Whitney marked the reopening with a ribbon-cutting ceremony attended by bank leaders, employees, clients and community members. Hancock Whitney has reopened its renovated Elmwood financial center in Harahan, an investment the bank says will strengthen its services for individuals and businesses in Jefferson Parish and the greater New Orleans area. The financial center, located at 5200 Mounes St., underwent renovations designed to update the space and provide customers with access to the bank's personal and business banking, lending, wealth management and other financial services. Hancock Whitney marked the reopening with a ribbon-cutting ceremony attended by bank executives, employees, clients and community members. "We're proud to welcome our clients and neighbors back to the newly renovated Elmwood financial center," said Liz Hefler, Hancock Whitney's GNO regional president. "This investment reflects our commitment to being a strong, accessible financial partner for the people and businesses we serve throughout Jefferson Parish and the greater New Orleans region." Hefler said the bank plans to continue using the Harahan location to serve customers and build relationships across the region. The reopening celebration also included appearances by the New Orleans Saints mascot and the team's Super Bowl trophy, along with refreshments and giveaways. The renovation comes as Hancock Whitney continues to maintain a banking presence across the Gulf South. The company operates financial centers in Louisiana, Mississippi, Alabama, Florida and Texas, offering consumer and commercial banking, small-business banking, private banking, mortgage, trust and investment services. Hancock Whitney also operates loan and deposit production offices in the Nashville, Tennessee, and Atlanta metropolitan areas.
Hancock Whitney Corp. shares have gained 16.9% year to date, outperforming the S&P 500's 11.6% rally and peers Bank OZK and F.N.B. Corp, which rose 5.8% and 6.4% respectively. The company's revenues have grown at a 3.6% compound annual rate from 2020 to 2025, supported by loan growth. Last month, Hancock Whitney closed its acquisition of OFB Bancshares, expanding its presence in Orlando, Jacksonville, and Florida Panhandle. The firm's net interest margin has improved from 3.26% in 2022 to 3.47% in 2025. Management expects modest margin expansion in the second half of 2026 in a flat-rate environment. As of 30 June 2026, Hancock Whitney's CET1 ratio stood at 13.18%. The company raised its quarterly dividend by 11.1% in January 2026, following increases of 12.5% in 2025 and 33.3% in 2024.
Hancock Whitney reported second-quarter 2026 revenue of $401.36 million, up 6.9% year-over-year, beating the consensus estimate of $396.38 million by 1.26%. Earnings per share came in at $1.55, matching analyst expectations and up from $1.37 in the prior-year quarter. The bank's net interest margin held steady at 3.6%, in line with analyst forecasts. Its efficiency ratio of 55.3% slightly outperformed the 55.8% estimate. Total net charge-offs as a percentage of average loans remained at 0.2%, meeting expectations. Average total interest-earning assets reached $33.21 billion, exceeding the $32.82 billion estimate. Nonperforming loans totalled $113.68 million, slightly above the $110.97 million forecast. Shares have gained 9.2% over the past month. The stock currently holds a Zacks Rank of 3, suggesting it may track broader market performance near-term.
Hancock Whitney Corporation has received regulatory approval to acquire OFB Bancshares, parent company of One Florida Bank. The Board of Governors of the Federal Reserve System, the Federal Deposit Insurance Corporation, and the Mississippi Department of Banking and Consumer Finance have granted approval or confirmed non-objection to the deal. OFB Bancshares shareholders approved the merger agreement at a special meeting. The acquisition, initially announced on 15 May 2026, is expected to close on or about 1 August 2026, pending customary closing conditions. One Florida Bank operates six banking offices across Florida, offering commercial, residential mortgage, and instalment loans alongside deposit accounts. Hancock Whitney maintains financial centres across Mississippi, Alabama, Florida, Louisiana, and Texas.
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