Wealth Advisor

Hancock Whitney Bank•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 solutions tailored to client objectives and needs. The role also serves as a resource to clients and wealth team members on business succession, executive compensation, wealth transfer, and retirement planning issues. The advisor works with wealth partners and clients’ other advisors, such as CPAs and attorneys, to develop recommendations and pursue qualified high-net-worth client relationships. The position supports ongoing client service and business development, represents the bank in community and industry settings, and participates in improving Private Banking 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 needed to perform essential job functions.
Ability to read and interpret documents when required to perform essential job functions.
Ability to travel when required to perform essential job functions.
Ability to lift, move, or carry approximately 10 pounds when required, subject to 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 qualified high-net-worth clients.
Collect data needed to prepare financial and estate planning recommendations.
Analyze client financial information and deliver financial advice and solutions based on client needs.
Partner with clients’ other advisors, including CPAs and attorneys.
Establish and maintain excellent working relationships with members of the Relationship Team supporting client service and development.
Provide ongoing service to current clients to maintain goodwill and identify additional client needs.
Represent the bank at civic, community, and industry functions to network and develop business.
Participate in ongoing improvement and refinement of the Private Banking brand, processes, products, services, and operating policies and procedures.