Hancock Whitney · 3 months ago
Financial Solutions Advisor
Denham Springs Annex - Denham Springs, LA
Full-time
Onsite
Entry, Mid Level
2+ years expHancock Whitney is a financial services company seeking a Financial Solutions Advisor to assist clients with their financial and investment goals. The role involves leveraging technology and consultative sales processes to provide ongoing service and support, ensuring high levels of client satisfaction and retention.
BankingFinancial Services
Responsibilities
Contacts existing and prospective clients to assess their investment needs, acceptable risk level, develop an action plan and present solutions
Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. Makes full disclosures required in conjunction with selling non-deposit investment products
Uses a consultative sales process to determine client needs, obtains commitment and proposes solutions with assistance from Financial Advisor or Manager as needed. Discusses benefits and risks as well as other product features pertaining to possible investment solutions for the client
Reviews portfolio activity with clients as well as proficiently explain portfolio performance against client’s stated risk tolerance and independently conduct client meetings
Resolve client inquiries, concerns and problems effectively and in a timely manner. Responsible for client retention and day-to-day client satisfaction
FSA’s work closely with Financial Advisors (FA) to assist with identifying appropriate clients. The FSA will also refer prospects or clients to other channels as needed based on the client’s investment goals
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies
Presents sound financial recommendations and guidance to clients
Establishes individual financial plans based on client financial needs and objectives
Qualification
Required
Bachelor's degree preferably in Business, Finance, Accounting or related field
2 years of related investment experience in brokerage environment required
Equivalent combination of education, training, and experience may be considered
Must currently possess Life and Health Insurance License – fixed annuity and variable annuity and be in good standing
Must currently possess FINRA Investment License(s) – Series 7, 63, 65/66 and be in good standing
Knowledge of the brokerage industry, types of investments, and investment terminology
Experienced level of understanding of other bank and affiliates' products and services
Ability to learn, understand and communicate all investment products and procedures of the company
Ability to identify opportunities to offer solutions through up/cross-selling of investment products
Ability to interact with individuals of widely divergent lifestyles
Moderate level of knowledge of Microsoft Office products including Word, Excel, and Outlook
Ability to travel if required to perform the essential job functions
Ability to work under stress and meet deadlines
Ability to operate related equipment to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions
Company
Hancock Whitney
Hancock Whitney is offers a wide array of banking and financial services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Achary
CFO
Shane Loper
Chief Operating Officer
Recent News
2026-01-09
2026-01-06
2026-01-05
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