Wealth Advisor

Hancock Whitney•Mobile, AL

About The Position

This position is primarily responsible for developing comprehensive, integrated, multi-generational wealth strategies for high net worth clients. The Wealth Advisor drives an advisory-based planning process and delivers financial planning services and advice to new and existing clients, while working with wealth partners and other advisors to address client needs and develop business. The role also contributes to the ongoing improvement of the Private Banking brand, processes, products, services, and operating policies and procedures.

Requirements

Bachelor’s degree with a concentration in business, accounting, or finance.
At least 10 years of experience in financial advisement or planning.
Demonstrated understanding of complex estate, investment, and financial planning issues for affluent and high net worth clients.
Highly motivated and self-starting, with the ability to work autonomously.
Excellent sales and interpersonal skills.
Ability to work under stress and meet deadlines.
Ability to operate related equipment to perform essential job functions.
Ability to read and interpret documents if required to perform essential job functions.
Ability to travel if required to perform essential job functions.
Ability to lift, move, or carry approximately 10 pounds if required to perform essential job functions, subject to reasonable accommodation.

Nice To Haves

MBA.
CFP, JD, or CPA.

Responsibilities

Drive an advisory-based planning process to deliver comprehensive wealth management strategies that meet client objectives.
Serve as a resource for clients and wealth team members on business succession, executive compensation, wealth transfer, and retirement planning issues.
Engage in delivering financial planning services to new and existing high net worth clients.
Work with wealth partners to identify and pursue acquisition of qualified high net worth clients.
Collect data needed to prepare financial and estate planning recommendations.
Analyze client financial information and deliver financial advice and appropriate solutions based on client needs.
Partner with clients’ other advisors, including CPAs and attorneys.
Establish and maintain excellent working relationships with members of a Relationship Team designated to support client service and development.
Provide ongoing relationship servicing to current clients to maintain goodwill and identify additional client needs.
Represent the bank at civic, community, and industry functions to network and develop additional business.
Participate in ongoing improvement and refinement of the Private Banking brand, processes, products, services, and operating policies and procedures.