Elite Wealth Planning Strategist High Net Worth
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
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
Location: New Orleans
A financial services firm in New Orleans seeks a Wealth Planning Strategist responsible for delivering advanced wealth strategies. The role includes advising high net worth clients, collaborating with Wealth Advisors, and developing financial engagements. Candidates should have a Bachelor's degree, 6 years of relevant experience, and at least one professional certification. You will help optimize client engagements and enhance marketing activities within a supportive environment.
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