About this role
Senior Wealth Advisor at Hancock Whitney. Location: Houston or Plano. Role: Developing strategies, Engaging clients, Selling services Requirements: Bachelor’s degree and 10 years financial services experience; CFP/JD/MBA/CPA preferred; Series 7/66 and Life/Health licenses preferred. Category: Finance and Accounting Seniority: Senior Level Tools: Financial planning software, CRM, Sales management tool Certifications: series 7, series 66, life/healths Commitment: Full Time Workplace: Onsite Languages: English