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Financial Advisor

Company: Hancock Whitney
Location: Pensacola
Posted on: March 27, 2020

Job Description:

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JOB FUNCTION / SUMMARY:

Consults with clients and prospective clients to determine the best course of action(s) designed to help meet their financial and investment goals.

ESSENTIAL DUTIES & RESPONSIBILITIES:

* Completes a suitability review with customer to assess the investor s financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs.

* Makes full disclosures required in conjunction with selling non-deposit investment products on bank premises.

* Discusses benefits and risks as well as other product features pertaining to possible investment solutions for the customer.

* Recommends product(s) and/or services based on the information provided by the customer that are suitable for the investor s needs.

* Meets with existing clients periodically to update them on potential investments and to determine whether any life changes (marriage, disability, retirement, etc.) have occurred that may affect their financial and investment goals.

* Completes all customer s paperwork in accordance with compliance and company guidelines including providing prospectus if applicable.

* Receives customer s trade orders and instructions for money movement and processes according to regulatory requirements.

* Reviews all paperwork for accuracy and completeness before forwarding to HIS operations for processing

* Creates and maintains a weekly appointment schedule of branch location to meet with customers

* Trains branch personnel on how to make referrals

* Assists and supports in meeting their referral and investment goals by organizing call parties, customer appreciation days, etc.

* Attends branch meetings to monitor needs of branches

* Looks for cross-referral opportunities to direct deposit, loan, trust

* Attends annual compliance continuing education meeting held by Hancock Investment Services

* Successfully completes required continuing education in compliance with both insurance and securities regulations

* Schedules and attends computer based continuing education courses as needed

* Renews insurance license on an annual basis prior to deadline

* Complies with State Insurance and Securities regulations

* Uses a consultative sales process, determines client needs, obtains commitment and proposes solutions

* Coordinates with bank business partners in order to have the opportunity meet with bank customers and determine how to meet their investment needs

* Participates in community affairs to increase company and bank s visibility and to enhance new business opportunities

* Compiles lists of prospective clients to provide leads for additional business

* Contacts and qualifies prospective clients and develops an action plan to assess their investment needs, acceptable risk level and to present solutions.

* Develops long-term relationships with clients

* Continually expands product knowledge and consultative selling skills through self-study and continuing education programs

* Serves as a business partner to bankers and fellow financial advisors

MINIMUM REQUIRED EDUCATION, EXPERIENCE: & KNOWLEDGE

* Bachelor's degree and at least two years related experience in Brokerage/Insurance and/or Banking/Retail

* Ability to learn to understand and communicate all investment products and procedures of the company

* Ability to identify selling opportunities to up-sell and cross-sell bank products and services

* Ability to interact with individuals of widely divergent lifestyles

* Life and Health Insurance License fixed annuity and variable annuity

* FINRA Investment License(s) Series 7, 63, 65/66

ESSENTIAL MENTAL & PHYSICAL REQUIRMENTS:

* Ability to work under stress and meet deadlines

* Ability to operate a keyboard if required to perform the essential job functions

* Ability to read and interpret a document if required to perform the essential job functions

* Ability to travel if required to perform the essential job functions

* Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an undue hardship then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

Keywords: Hancock Whitney, Pensacola , Financial Advisor, Accounting, Auditing , Pensacola, Florida

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