Senior Private Wealth Planning Strategist
Job in
New Orleans, Jefferson Parish, Louisiana, 70123, USA
Listed on 2026-02-16
Listing for:
Hancock Whitney
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm in New Orleans is looking for a Wealth Planning Strategist responsible for developing and implementing advanced wealth strategies for high net worth clients. The candidate will collaborate with Wealth Advisors, provide tailored financial advice, and engage in business development activities. The ideal applicant will possess a bachelor's degree, relevant certifications, and significant experience in financial planning.
This role offers opportunities to impact clients' wealth management strategies significantly.
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Position Requirements
10+ Years
work experience
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