Hancock Whitney · 4 hours ago
Associate Financial Representative
Denham Springs Annex - Denham Springs, LA
Full-time
Onsite
Entry Level
1+ years expHancock Whitney is a financial institution seeking an Associate Financial Representative to partner with licensed Financial Advisors. The role focuses on assisting Financial Advisors, gaining industry experience, and preparing for a career as a Financial Advisor by completing licensing requirements and supporting client engagement activities.
BankingFinancial Services
Responsibilities
Requests study material and prepares for licensing exams
Observes experienced Financial Advisors to gain knowledge about assisting clients to achieve their financial goals
Assists Financial Advisors on training retail associates on how to increase referral opportunities
Partners with Financial Advisors to assists and support licensed bankers by organizing call parties, client appreciation days, etc
Attends annual compliance continuing education meeting held by Hancock Whitney Investment Services
Successfully completes required continuing education in compliance with both insurance and securities regulations
Participates in community affairs to increase company and bank’s visibility and to enhance new business opportunities
Routinely travels with assigned region to meet with clients at different Financial Centers and/or client’s office or other location as requested by the client
Assist in opening accounts, preparing for account reviews, process account maintenance
Schedule client appointments, meetings with wholesalers, meetings with licensed bankers
Help train and assist licensed bankers to assist clients
Help uncover investment opportunities for existing and new clients
Effectively work with assigned territory team of licensed bankers and Financial Center managers to assist clients, track referrals, follow up with all pending business/referrals, and meet revenue goals for branches as well as monthly/annual goal for Advisors
Provide administrative support for Advisors as needed
Qualification
Required
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
An equivalent combination of education, training, and experience may be considered
Ability to interact with individuals of widely divergent lifestyles required
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
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