{"id":2593095,"url":"https://alion.io/job/hancock-whitney-wealth-advisor","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":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Orlando, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":77000,"max_usd":147000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4723},"experience_years_min":8,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-05T00:00:00Z","employer_posted_date":"2026-10-05","last_verified_at":"2026-10-22T02:09:06Z","board_verified":true,"closed_at":null,"days_open":19,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":19},"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:\nWealth Advisors are responsible for developing comprehensive, integrated, multigenerational wealth strategies for high net worth clients to include the placement of wealth management products in order to satisfy identified needs.\nESSENTIAL DUTIES & RESPONSIBILITIES:\nActively engage in the prospecting, selling, production, and delivery of financial planning services to new and existing Private Wealth Management clients\nIdentifies and pursues the acquisition of qualified Private Wealth Management clients, both new and existing bank clients \nRecognize financial planning, estate planning, tax planning, and product implementation opportunities and communicate them to the client and appropriate Relationship Team members\nCollect data necessary to have financial or estate plan prepared\nPresent and execute financial, estate, or tax plans\nAnalyze client financial information and deliver financial advice and appropriate financial products based on client needs\nEstablish and maintain excellent working relationships with members of a Relationship Team designated to support client service and client development\nTeams with partners throughout the bank to generate and make referrals to align clients with the appropriate channel\nProvides ongoing relationship servicing with current clients to maintain goodwill and gain additional business\nMonitor, maintain, and update call planner, pipeline, and closed business report using sales management tool\nRepresent the bank in civic, community, and industry functions to network and develop additional business\nObtain 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 and propose solutions.\nSUPERVISORY RESPONSIBILITIES:\nNone\nMINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:\nBachelor’s degree, with a concentration in Business preferred; a combination of education and experience may be considered\n8 years of experience in financial services or planning\nDemonstrated understanding of estate, investment and financial planning issues for affluent and high net worth clients\nCertified Financial Planner (CFP), Juris Doctor (JD), or Certified Public Accountant (CPA) strongly preferred\nHighly motivated; Self-starter with the ability to work autonomously\nExcellent sales and interpersonal skills required\nSeries 7, Series 66 and Life/Health licenses are strongly preferred and will allow for maximum incentive potential. A current Series 63 and 65 registration can substitute for the Series 66.\nESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:\nAbility to travel if required to perform the essential job functions\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 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.\nEqual Opportunity/AffirmativeAction Employers. All qualified applicants 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 mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.","description_format":"text","description_chars":4299,"description_truncated":false,"requirements":{"experience_years_min":8,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-15T06:20:55Z"}],"visa":[],"liveness":{"score":43,"band":"fade","label":"Fading","p_open":1,"p_active":0.785,"p_room":0.55,"age_days":18,"expected_fill_days":14,"reasons":["conf:27","velocity","win:tail"],"computed_at":"2026-10-23T05:54:15Z"},"pay":null,"html_url":"https://alion.io/job/hancock-whitney-wealth-advisor","json_url":"https://alion.io/job/hancock-whitney-wealth-advisor.json","meta":{"generated_at":"2026-10-24T01:51:18Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":3007,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-25T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1785775},"rest":"https://alion.io/mcp/rest/get_company?id=1785775"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fhancock-whitney-wealth-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fhancock-whitney-wealth-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fhancock-whitney-wealth-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/hancock-whitney-wealth-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fhancock-whitney-wealth-advisor"}]}