Financial Planning Consultant

You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. You may review, modify, or update your information by visiting and logging into your account.

This position is primarily responsible for developing comprehensive, integrated, multi-generational wealth strategies for high net worth clients.
Drives advisory-based planning process to ensure the delivery of comprehensive wealth management strategies to meet client objectives.
Act as a resource for client and wealth team members on business succession, executive compensation, wealth transfer and retirement planning issues.
Engage in the delivery of financial planning services to new and existing high net worth clients
Works with wealth partners to identify and pursue the acquisition of qualified high net worth clients.
Collect data necessary for the preparation of financial and estate planning recommendations
Analyze client financial information and deliver financial advice and appropriate solutions based on client needs
Partner with clients other advisors (CPA, attorney)
Represent the bank in civic, community, and industry functions to network and develop additional business
Participate in the on-going improvement and refinement of Private Banking brand, processes, products, services, and operating policies and procedures.
Bachelor’s degree with a concentration in business, accounting, or finance. MBA preferred
~10+ years of experience in financial advisement or planning
~ Demonstrated understanding of complex estate, investment and financial planning issues for affluent and high net worth clients.
~ CFP, JD, or CPA highly preferred
~ Ability to operate related equipment to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to travel if required to perform the essential job functions
Information contained herein should be treated as confidential to Hancock Whitney.
All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.