Senior Wealth Advisor

Hancock Whitney•Plano, TX

About The Position

Senior Wealth Advisors are responsible for developing comprehensive, integrated, multi-generational wealth strategies for high net worth clients to include the placement of wealth management products in order to satisfy identified needs. The role will act as a leader and subject matter expert, trusted adviser and technical expert, in complex individual and family client relationships for high net worth clients.

Requirements

Bachelor’s degree, with a concentration in Business preferred; a combination of education and experience may be considered
10 years of experience in financial services or planning
Demonstrated understanding of estate, investment and financial planning issues for affluent and high net worth clients
Highly motivated; Self-starter with the ability to work autonomously
Excellent sales and interpersonal skills required
Series 7, Series 66 (or Series 63 and 65), and Life/Health Licenses for the states where business is conducted are all preferred and will allow for additional incentive potential.
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.

Nice To Haves

CFP, JD, MBA or CPA preferred
Series 7, Series 66 (or Series 63 and 65), and Life/Health Licenses for the states where business is conducted are all preferred and will allow for additional incentive potential.

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.