Financial Advisor
Hancock Whitney(27 days ago)
About this role
A Financial Advisor at Hancock Investment Services consults with clients and prospective clients to assess their financial situations and recommend suitable investment products to meet their goals. The role operates within a bank branch environment, maintaining client relationships, coordinating with bankers, and ensuring compliance with insurance and securities regulations.
Required Skills
- Suitability Review
- Consultative Sales
- Client Relations
- Product Disclosure
- Regulatory Compliance
- Prospecting
- Cross-Selling
- Appointment Scheduling
- Investment Knowledge
- Risk Assessment
+2 more
Qualifications
- Bachelor's Degree
- Life And Health Insurance License (Fixed & Variable Annuities)
- FINRA Series 7
- FINRA Series 63
- FINRA 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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