Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
This position is primarily responsible for developing comprehensive, integrated, multi-generational wealth strategies for high net worth clients.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Drives advisory-based planning process to ensure the delivery of comprehensive wealth management strategies to meet client objectives.
- Act as a resource for client and wealth team members on business succession, executive compensation, wealth transfer and retirement planning issues.
- Engage in the delivery of financial planning services to new and existing high net worth clients
- Works with wealth partners to identify and pursue the acquisition of qualified high net worth clients.
- Collect data necessary for the preparation of 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 (CPA, attorney)
- Establish and maintain excellent working relationships with members of a Relationship Team designated to support client service and client development
- Provides ongoing relationship servicing with current clients to maintain goodwill and identify additional client needs.
- Represent the bank in civic, community, and industry functions to network and develop additional business
- Participate in the on-going improvement and refinement of Private Banking brand, processes, products, services, and operating policies and procedures.
MINIMUM REQUIRED EDUCATION, EXPERIENCE, & KNOWLEDGE:
- Bachelor’s degree with a concentration in business, accounting, or finance. MBA preferred
- 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.
- CFP, JD, or CPA highly preferred
- Highly motivated; Self-starter with the ability to work autonomously
- Excellent sales and interpersonal skills required
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
- 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 travel 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.
DISCLAIMER
This job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to Hancock Whitney.
NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THE JOB AT ANY TIME
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.
Skills Required
- Bachelor’s degree in business, accounting, or finance
- 10+ years of experience in financial advisement or planning
- Understanding of complex estate, investment, and financial planning for affluent and high-net-worth clients
- CFP, JD, or CPA
- Excellent sales and interpersonal skills
- Ability to work autonomously and demonstrate strong motivation
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.
-
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.
-
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.
-
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.
Hancock Whitney Insights
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.
