Wealth Planning Strategist
Hancock Whitney
About this role
The role involves developing and implementing advanced wealth strategies for high net worth clients, supporting enterprise-wide advice and planning capabilities. It requires collaboration with advisors, client engagement, and the development of wealth planning solutions.
Skills
Qualifications
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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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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View leadership team, funding history,
and employee contacts for Hancock Whitney.
Salary
$136k – $182k
per year