Financial Advisor
Hancock Whitney(6 months ago)
About this role
A Financial Advisor who consults with clients and prospective clients to determine investment strategies and financial actions designed to meet their goals. The role works with bank branch clients to recommend suitable non-deposit investment products, maintain ongoing client relationships, and coordinate with bank partners to generate referrals and new business.
Required Skills
- Suitability Review
- Client Meetings
- Investment Recommendations
- Compliance
- Sales
- Cross-Selling
- Prospecting
- Relationship Management
- Paperwork Accuracy
- Appointment Scheduling
+2 more
Qualifications
- Bachelor's Degree in Business, Finance or Related Field
- Life and Health Insurance License (Fixed & Variable Annuities)
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65 or Series 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.
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