Financial Advisor
Hancock Whitney(6 months ago)
About this role
A Financial Advisor provides investment and financial guidance to bank clients and prospects to help them meet their long-term financial goals. The role operates within branch locations, representing the bank’s investment services and coordinating with bankers and other partners. It requires maintaining industry licenses and registrations and upholding regulatory and company standards.
Required Skills
- Client Consultation
- Suitability Review
- Investment Recommendations
- Relationship Management
- Prospecting
- Cross-Selling
- Compliance
- Risk Assessment
- Appointment Scheduling
- Continuing Education
Qualifications
- Bachelor's Degree
- Life and Health Insurance License
- Series 7
- Series 63
- Series 65/66
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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