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JOB FUNCTION / SUMMARY:
Provides support for Financial Advisors and Senior Investment Consultants (Advisors) by delivering excellent customer service to Hancock Whitney Investment Services (HWIS) clients while contributing to the overall goals and objectives of Wealth Management. Assist Advisors with maintaining and growing customer relationships and portfolios.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Assist in opening accounts, preparing for account reviews, process account maintenance
- Schedule client appointments, meetings with wholesalers, meetings with licensed bankers.
- Help train and assist licensed bankers to assist clients.
- Help uncover investment opportunities for existing and new clients.
- Effectively work with assigned territory team of licensed bankers and Financial Center managers to assist clients, track referrals, follow up with all pending business/referrals, and meet revenue goals for branches as well as monthly/annual goal for Advisors.
- Often work unsupervised, making effective use of time.
- Follow protocol for meeting clients within the assigned territory, making sure any referral received does not already belong to another Advisor.
- Often serve as primary point of contact for clients, demonstrate confidence and knowledge of the industry to cultivate clients’ trust.
- Stay abreast of and communicate changes to paperwork requirements, compliance rules, approval procedures, and business solicitation guidelines.
- Provide administrative support for Advisors as needed.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
- High school diploma or equivalent required; Bachelor’s degree preferred
- 1 year of related support experience preferred; preferably in a financial institution
- Series 7, Series 66 or Series 65 and Series 63, and Life and Health licenses for the state(s) where business is conducted are preferred and will allow for maximum incentive potential.
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.
Hancock Whitney Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Hancock Whitney and has not been reviewed or approved by Hancock Whitney.
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Healthcare Strength — Core coverage includes medical, dental, vision, telehealth, and FSAs, with options such as a PPO and a CDHP. The CDHP includes company HSA contributions, and multiple comments characterize medical coverage as good or worth the premium.
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Retirement Support — A 401(k) offers a company match plus an additional employer contribution, with a true-up and an ESPP available. This structure is presented as competitive for a regional bank.
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Leave & Time Off Breadth — Time away includes vacation, sick leave, volunteer time, and bonding leave for birth/adoption/foster placement. The program outlines 11 paid holidays and front-loaded sick time, with vacation accruals that increase by role/tenure.
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What We Do
We create opportunities for our clients and the communities we serve. We offer a wide array of banking and financial services at locations in Alabama, Florida, Louisiana, Mississippi and Texas. Through a steadfast commitment to our century-old core values we’ve created a company culture built around respect, diversity and teamwork that recently landed Hancock Whitney on Forbes’ list of America’s Best Midsize Employers. Our core values are lived out by the actions of our associates throughout our footprint. Commitment to service is not just something that we say on a poster. Its lived out in the actions of the women and men that seek to provide exceptional service every day in our local communities.
