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Senior Wealth Advisor – Multigenerational Planning

Job in Winter Park, Orange County, Florida, 32792, USA
Listing for: Hancock Whitney
Full Time position
Listed on 2026-11-05
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 90000 - 150000 USD Yearly USD 90000.00 150000.00 YEAR
Job Description & How to Apply Below

Hancock Whitney Wealth Management in Winter Park, FL is seeking a Wealth Advisor to develop comprehensive, multigenerational wealth strategies for high net worth clients. You will tailor estate, tax, and investment plans and coordinate with Relationship Team members to deliver customized solutions.

The role requires a Bachelor's degree in Business, 8 years of financial services experience, and professional credentials (CFP/JD/CPA preferred).

The following position is for a Senior Wealth Advisor – Multigenerational Planning with Hancock Whitney.

Are you ready to take on the Senior Wealth Advisor – Multigenerational Planning role at Hancock Whitney?

We would love to welcome a new Senior Wealth Advisor – Multigenerational Planning to our organisation in Winter Park, FL, United States.

For the Senior Wealth Advisor – Multigenerational Planning position at Hancock Whitney, we are reviewing applications now.

Position Requirements
10+ Years work experience
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