Financial Advisor
Hancock Whitney
full-time
Posted on:
Location Type: Office
Location: Bay St Louis • Mississippi • United States
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About the role
- Consults with clients and prospective clients to determine the best course of action(s) designed to help meet their financial and investment goals.
- Completes a suitability review with customer to assess the investor’s financial situation and recommends product(s) and/or services based on the information provided.
- Meets with existing clients periodically to update them on potential investments.
- Completes all customer’s paperwork in accordance with compliance and company guidelines.
- Reviews all paperwork for accuracy and completeness before forwarding for processing.
- Compiles lists of prospective clients to provide leads for additional business.
Requirements
- Bachelor's degree and at least two years related experience in Brokerage/Insurance and/or Banking/Retail
- Life and Health Insurance License – fixed annuity and variable annuity
- FINRA Investment License(s) – Series 7, 63, 65/66
- Ability to learn to understand and communicate all investment products and procedures of the company
- Ability to identify selling opportunities to up-sell and cross-sell bank products and services
- Ability to interact with individuals of widely divergent lifestyles
Benefits
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Applicant Tracking System Keywords
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Hard Skills & Tools
suitability reviewfinancial assessmentinvestment recommendationspaperwork accuracycompliance guidelineslead generationup-sellingcross-selling
Soft Skills
client consultationcommunicationinterpersonal skillsrelationship managementcustomer service
Certifications
Bachelor's degreeLife and Health Insurance LicenseFINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66