Hancockwhitney

Hancockwhitney

Associate Financial Advisor

Hancock Whitney Plaza - Gulfport, MS

Sponsorship not specifiedDetected 2 days ago
Accounting

About the role

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Responsibilities

  • Partners with Financial Advisors to assists and support licensed bankers by organizing call parties, client appreciation days, etc.
  • Provide administrative support for Advisors as needed.
  • Hancock Whitney Financial Consultant (HWFC) partner with licensed Financial Advisors (FA) to assist the FA with meeting and or exceeding assigned sales and referral goals.

Requirements

  • Ability to travel if required to perform the essential job functions
  • Ability to work under stress and meet deadlines
  • Ability to read and interpret a document if required to perform the essential job functions
  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions.
  • If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated
  • You will be required to create an account (or sign in with an existing account).
  • Bachelor's degree preferably in Business, Finance, Accounting or related field.
  • Must be able to obtain FINRA series 7 and series 66 license within the first year of employment.
  • Ability to interact with individuals of widely divergent lifestyles required.

Compensation

  • Attends annual compliance continuing education meeting held by Hancock Whitney Investment Services.
  • Effectively work with assigned territory team of licensed bankers and Financial Center managers to assist clients, track referrals, follow up with all pending business/referrals, and meet revenue goals for branches as well as monthly/annual goal for Advisors.

Benefits

  • Must currently possess or be able to obtain a multi-state Life and Health Insurance license within 90 days of employment.
  • An equivalent combination of education, training, and experience may be considered.
  • Successfully completes required continuing education in compliance with both insurance and securities regulations

Visa & Work Authorization

  • 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 menta
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This listing is sourced directly from Hancockwhitney's careers page and normalized into a canonical job model.