Hancock Whitney

Traditional and online banking, financial services

Wealth Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeNo salary listedIn-person

About the Job

Requirements

A bachelor's degree, preferably concentrated in Business; a combination of education and experience may be considered.
Eight 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 needed to perform the essential job functions.
Ability to read and interpret documents needed to perform the essential job functions.
Ability to lift, move, or carry approximately 10 pounds if needed to perform the essential job functions, subject to accommodation where applicable.

Responsibilities

Develop comprehensive, integrated, multigenerational wealth strategies for high-net-worth clients, including placement of wealth management products to meet identified needs.
Prospect, sell, produce, and deliver financial planning services to new and existing Private Wealth Management clients.
Identify and pursue 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 needed to prepare financial or estate plans.
Present and execute financial, estate, or tax plans.
Analyze client financial information and provide financial advice and products suited to client needs.
Establish and maintain working relationships with Relationship Team members supporting client service and development.
Coordinate with bank partners to generate and make referrals that align clients with the appropriate channel.
Service current client relationships to maintain goodwill and develop additional business.
Monitor, maintain, and update the call planner, pipeline, and closed-business report using the 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, investments, and risk sufficient to discuss needs and propose solutions.

Desired Qualifications

Certified Financial Planner (CFP), Juris Doctor (JD), or Certified Public Accountant (CPA) credential.
Series 7, Series 66, and Life/Health licenses; these licenses are preferred and allow maximum incentive potential.
Current Series 63 and Series 65 registrations may substitute for Series 66.

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JOB FUNCTION / SUMMARY:

Wealth Advisors are responsible for developing comprehensive, integrated, multigenerational wealth strategies for high net worth clients to include the placement of wealth management products in order to satisfy identified needs.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Actively engage in the prospecting, selling, production, and delivery of financial planning services to new and existing Private Wealth Management clients
Identifies and pursues the acquisition of qualified Private Wealth Management clients, both new and existing bank clients
Recognize financial planning, estate planning, tax planning, and product implementation opportunities and communicate them to the client and appropriate Relationship Team members
Collect data necessary to have financial or estate plan prepared
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 excellent working relationships with members of a Relationship Team designated to support client service and client development
Teams with partners throughout the bank to generate and make referrals to align clients with the appropriate channel
Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business
Monitor, maintain, and update call planner, pipeline, and closed business report using sales management tool
Represent the bank in civic, community, and industry functions to network and develop additional business
Obtain and maintain an understanding of the wide range of wealth products offered by the company, wealth issues and product solutions relevant to Private Wealth Management clients as well as investments and risk at a level to discuss needs and propose solutions.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

Bachelor’s degree, with a concentration in Business preferred; a combination of education and experience may be considered
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
Certified Financial Planner (CFP), Juris Doctor (JD), or Certified Public Accountant (CPA) strongly preferred
Highly motivated; Self-starter with the ability to work autonomously
Excellent sales and interpersonal skills required
Series 7, Series 66 and Life/Health licenses are strongly preferred and will allow for maximum incentive potential. A current Series 63 and 65 registration can substitute for the Series 66.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

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 a document if required to perform the essential job functions
Ability 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.

Equal 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.

About the Company

Hancock Whitney

Traditional and online banking, financial services

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 wealth, trust and investment services, healthcare banking, and mortgage lending, delivered through its offices and online platforms. The bank emphasizes its long history and core values—honor and integrity, strength and stability, commitment to service, teamwork, and personal responsibility—as part of what sets it apart. Its goal is to be a trusted financial partner that helps people reach their financial goals and supports local communities while growing the business in a balanced, stable way.

Company size: 1,001-5,000
Company stage: IPO
Headquarters: Gulfport, MS
Founded: 1899

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