Hancock Whitney

Associate Financial Representative

Hancock Whitney

full-time

Posted on:

Location Type: Office

Location: Lafayette • Louisiana • United States

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About the role

  • Partner with licensed Financial Advisors to assist in meeting sales and referral goals.
  • Participate in and successfully complete the licensing process to move to an Associate Financial Advisor.
  • Request study material and prepare for licensing exams.
  • Observe experienced Financial Advisors to gain knowledge about assisting clients.
  • Assist Financial Advisors in training retail associates on increasing referral opportunities.

Requirements

  • Bachelor's degree preferably in Business, Finance, Accounting or related field.
  • 1 year of related experience preferably in Brokerage/Insurance and/or Banking/Retail.
  • Must be able to obtain FINRA series 7 and series 66 license within the first year of employment.
  • A current series 63 and 65 registration can substitute for the series 66.
  • Must currently possess or be able to obtain a multi-state Life and Health Insurance license within 90 days of employment.
Benefits
  • Equal Opportunity/Affirmative Action Employers.
  • Health insurance.
  • Retirement plans.
  • Professional development.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
FINRA series 7 licenseFINRA series 66 licenseseries 63 registrationseries 65 registrationmulti-state Life and Health Insurance license
Soft Skills
sales skillsreferral skillstraining skillsclient assistancecommunication skills
Certifications
Bachelor's degree in BusinessBachelor's degree in FinanceBachelor's degree in Accounting