Strategic Financial Advisor Client Wealth
Job in
Clearwater, Pinellas County, Florida, 34623, USA
Listed on 2026-07-01
Listing for:
Hancock Whitney
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Hancock Whitney is seeking Financial Advisors to consult with clients, helping them meet their financial and investment goals. Successful candidates will have a Bachelor's degree, relevant financial licenses, and 2+ years of experience in the sector.
The role includes suitability reviews, maintaining client paperwork, and providing suitable investment product recommendations. The ideal candidate possesses strong relationship building and consultative sales skills, and will work collaboratively with clients and internal teams to enhance service delivery.
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