Financial Advisor
Hancock Whitney(2 months ago)
About this role
A Financial Advisor who consults with clients and prospective clients to determine strategies to help meet their financial and investment goals within a bank branch. The role sits within the bank's wealth management/investment services group and requires appropriate insurance and FINRA licensure. It supports client relationship continuity and ongoing professional compliance.
Required Skills
- Client Consultation
- Suitability Review
- Compliance
- Sales
- Relationship Management
- Cross-Selling
- Appointment Scheduling
- Product Knowledge
- Communication
Qualifications
- Bachelor's Degree in Business/Finance/Accounting or related field
- Life and Health Insurance License (Fixed and Variable Annuities)
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65 or 66
About Hancock Whitney
hancockwhitney.comHancock Whitney Bank locations in AL, FL, LA, MS, and TX. The top bank in the Gulf South for checking, savings, loans, credit, investments, and insurance. Login to Hancock Whitney Online Banking.
View more jobs at Hancock Whitney →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Hancock Whitney
Similar Jobs
Financial Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)
Financial Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)
Relationship Manager, Premier Banking
RHB(4 months ago)
Wealth Advisor - Webster Bank
LPL Financial(11 days ago)
Investment Executive (Financial Advisor) Downtown Chicago
Fifth Third Bank(1 month ago)
Financial Solutions Advisor
Quantitative Marketing(1 month ago)