Wealth Advisor

Hancock Whitney

. Develop comprehensive, integrated, multi-generational wealth strategies for high net worth clients .

Posted 10/27/2026full-timeUnited StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing integrated wealth strategies for high net worth clients, with a strong focus on financial planning, estate planning, and investment management. Proven ability to build and maintain client relationships while collaborating with other financial professionals.

Highest-signal resume keywords

Financial PlanningWealth Management StrategiesClient Relationship ManagementEstate PlanningCFP Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisementInvestment PlanningWealth Transfer StrategiesRetirement PlanningData Analysis

Soft Skills

Sales SkillsInterpersonal SkillsSelf-StarterAbility to Work Under Stress

Certifications & Qualifications

CFPJDCPA

Industry Keywords

High Net Worth ClientsBusiness SuccessionExecutive CompensationPrivate BankingClient Service

About the role

Key responsibilities & impact

Develop comprehensive, integrated, multi-generational wealth strategies for high net worth clients
Drive the advisory-based planning process to deliver comprehensive wealth management strategies meeting client objectives
Advise clients and wealth team members on business succession, executive compensation, wealth transfer, and retirement planning
Deliver financial planning services to new and existing high net worth clients
Work with wealth partners to identify and pursue qualified high net worth clients
Collect data for financial and estate planning recommendations
Analyze client financial information and deliver financial advice and appropriate solutions
Partner with clients’ CPAs, attorneys, and other advisors
Establish and maintain relationships with Relationship Team members supporting client service and development
Service current client relationships and identify additional client needs
Represent the bank in civic, community, and industry functions to network and develop business
Improve and refine Private Banking branding, processes, products, services, and operating policies and procedures

Requirements

What you’ll need

Bachelor’s degree with a concentration in business, accounting, or finance
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
Highly motivated; Self-starter with the ability to work autonomously
Excellent sales and interpersonal skills required
Ability to work under stress and meet deadlines
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
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions