{"id":3224891,"url":"https://alion.io/job/hancock-whitney-wealth-advisor-2","title":"Wealth Advisor","company":{"id":1785775,"name":"Hancock Whitney","domain":"hancockwhitney.com","url":"https://alion.io/company/hancockwhitney","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"staff","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Mobile, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":60000,"max_usd":162000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":758},"experience_years_min":10,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-23T00:00:00Z","employer_posted_date":"2026-10-23","last_verified_at":"2026-11-09T13:14:06Z","board_verified":true,"closed_at":null,"days_open":17,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":17},"description":"Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.\nJOB FUNCTION / SUMMARY:\nThis position is primarily responsible for developing comprehensive, integrated, multi-generational wealth strategies for high net worth clients.\nESSENTIAL DUTIES & RESPONSIBILITIES:\nDrives advisory-based planning process to ensure the delivery of comprehensive wealth management strategies to meet client objectives.\nAct as a resource for client and wealth team members on business succession, executive compensation, wealth transfer and retirement planning issues.\nEngage in the delivery of financial planning services to new and existing high net worth clients\nWorks with wealth partners to identify and pursue the acquisition of qualified high net worth clients.\nCollect data necessary for the preparation of financial and estate planning recommendations\nAnalyze client financial information and deliver financial advice and appropriate solutions based on client needs\nPartner with clients other advisors (CPA, attorney)\nEstablish and maintain excellent working relationships with members of a Relationship Team designated to support client service and client development\nProvides ongoing relationship servicing with current clients to maintain goodwill and identify additional client needs.\nRepresent the bank in civic, community, and industry functions to network and develop additional business\nParticipate in the on-going improvement and refinement of Private Banking brand, processes, products, services, and operating policies and procedures.\nMINIMUM REQUIRED EDUCATION, EXPERIENCE, & KNOWLEDGE:\nBachelor’s degree with a concentration in business, accounting, or finance. MBA preferred\n10+ years of experience in financial advisement or planning\nDemonstrated understanding of complex estate, investment and financial planning issues for affluent and high net worth clients.\nCFP, JD, or CPA highly preferred\nHighly motivated; Self-starter with the ability to work autonomously\nExcellent sales and interpersonal skills required\nESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:\nAbility to work under stress and meet deadlines\nAbility to operate related equipment to perform the essential job functions\nAbility to read and interpret a document if required to perform the essential job functions\nAbility to travel if required to perform the essential job functions\nAbility 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; hence omitting lifting/moving/carrying as a physical requirement.\nDISCLAIMER\nThis job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to Hancock Whitney.\nNOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THE JOB AT ANY TIME\nEqual Opportunity/AffirmativeAction Employers. 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