Strategic Private Wealth Advisor

Hancock Whitney

Baton Rouge, LA

JOB DETAILS
SKILLS
Certified Financial Planner (CFP), Certified Public Accountant (CPA), Customer Relations, Estate Planning, Financial Planning, Financial Services, High Net Worth, Interpersonal Skills, Strategic Planning, Wealth Management
LOCATION
Baton Rouge, LA
POSTED
1 day ago

Hancock Whitney Corp. in Baton Rouge, LA, is seeking a Wealth Advisor to develop integrated wealth strategies for high-net-worth clients. You will engage in financial planning, drive client relationships, and navigate various wealth management products.The ideal candidate has 8 years of financial services experience and is knowledgeable about investment and estate planning. Licenses such as CFP or CPA are preferred, along with strong interpersonal abilities.#J-18808-Ljbffr

About the Company

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Hancock Whitney