Senior Financial Advisor

Hancock Whitney

. Manage existing and prospective clients by delivering personalized financial advice, investment strategies, and wealth solutions .

Posted 11/3/2026full-timeDiamondhead • Mississippi • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in delivering personalized financial advice and developing individualized financial plans aligned with clients' objectives. Proficient in managing client relationships, assessing investment needs, and ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Financial PlanningInvestment StrategiesLife and Health Insurance LicenseSecurities Industry Essentials (SIE)Series 7 and Series 66 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consultative Sales ProcessRisk Tolerance AssessmentInvestment Product KnowledgeCompliance with Fiduciary StandardsTrade Order Processing

Soft Skills

Client Relationship ManagementCommunication SkillsAbility to Work Under StressOrganizational Skills

Certifications & Qualifications

Life and Health Insurance LicenseSecurities Industry Essentials (SIE)Series 7 LicenseSeries 66 License

Industry Keywords

Financial ServicesBrokerageBankingInvestment SolutionsWealth Management

About the role

Key responsibilities & impact

Manage existing and prospective clients by delivering personalized financial advice, investment strategies, and wealth solutions
Contact clients to assess investment needs and risk tolerance, develop action plans, and present solutions
Compile lists of prospective clients to generate additional business leads
Use a consultative sales process to determine client needs, obtain commitment, and propose investment solutions
Discuss benefits, risks, and product features of potential investment solutions
Develop individualized financial plans aligned with clients’ financial needs and objectives
Make required disclosures when selling non-deposit investment products on bank premises
Complete paperwork accurately in compliance with company guidelines, prospectus delivery obligations, and fiduciary standards
Receive trade orders and money movement instructions and process them according to regulatory requirements
Support referral and investment goals by organizing financial center huddles and client appreciation days and working with the Wealth team
Participate in community affairs to increase company and bank visibility and generate new business opportunities
Travel within the assigned region to meet clients at different Financial Centers, client offices, or other requested locations

Requirements

What you’ll need

Bachelor's degree preferably in Business, Finance, Accounting or related field
5 years of related experience in brokerage, insurance, financial services, or banking; an equivalent combination of education, training, and experience may be considered
Must currently possess Life and Health Insurance license and be in good standing
Must currently possess Securities Industry Essentials (SIE), Series 7, and Series 66 license and be in good standing; current Series 63 and 65 registration can substitute for Series 66
Ability to learn, understand, and communicate all investment products and procedures of the company
Ability to identify selling opportunities to up-sell and cross-sell bank products and services
Ability to travel if required to perform essential job functions
Ability to work under stress and meet deadlines
Ability to operate related equipment to perform essential job functions
Ability to read and interpret documents if required to perform essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform essential job functions