Senior Wealth Planning Advisor

Profile

Senior Wealth Planning Advisor

RESPONSIBILITIES: Actively engage in the prospecting, selling, production, and delivery of financial planning services to new and existing Private Wealth Management clients. Identifies and pursues the acquisition of qualified Private Wealth Management clients, both new and existing bank clients. Recognize financial planning, estate planning, tax planning, and product implementation opportunities and communicate them to the client and appropriate Relationship Team members. Collect data necessary to have financial or estate plan prepared. Present and execute financial, estate, or tax plans. Analyze client financial information and deliver financial advice and appropriate financial products based on client needs. Establish and maintain excellent working relationships with members of a Relationship Team designated to support client service and client development. Teams with partners throughout the bank to generate and make referrals to align clients with the appropriate channel. Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business. Monitor, maintain, and update call planner, pipeline, and closed business report using sales management tool. Represent the bank in civic, community, and industry functions to network and develop additional business. Obtain and maintain an understanding of the wide range of wealth products offered by the company, wealth issues and product solutions relevant to Private Wealth Management clients as well as investments and risk at a level to discuss needs. Responsible for providing regional planning production across multiple wealth teams when needed outside of primary market. Responsible for developing and presenting business exit plan strategies as needed.

Additional Information

Job ID: R009689

Company info

Hancock and Whitney Bank
228 Street Charles Avenue
New Orleans
Louisiana
United States 70130
Website : https://www.hancockwhitney.com