Hancock Whitney

Financial Solutions Advisor

Hancock Whitney

3 months ago
Denham Springs, LA
Onsite
Full Time
Medior
0 applicants
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Hancock Whitney
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About this role

The Financial Solutions Advisor leverages technology and consultative sales processes to support clients within an assigned segment. The role involves proactively engaging clients to assess their financial and investment goals and delivering high levels of client service to help them achieve those goals. FSAs collaborate with Financial Advisors and internal partners to identify opportunities and refer clients as appropriate.

Skills

Qualifications

Bachelor's DegreeLife and Health Insurance LicenseSeries 7Series 63Series 65
Hancock Whitney

About Hancock Whitney

hancockwhitney.com

Hancock 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.

About Hancock Whitney

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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