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Senior Investment Consultants are primarily responsible for consulting with clients and prospects to determine course of action(s) designed to help meet their financial and investment goals. This position is primarily focused on high net worth clients and prospects: annual income of at least $250,000 OR $1MM in investible assets AND the propensity to generate at least $15,000.00 in revenue to the bank within the first 3 years.
ESSENTIAL DUTIES & RESPONSIBILITIES:
SUPERVISORY RESPONSIBILITIES:
No
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
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.
Full Time
$79k-113k (estimate)
03/16/2024
05/05/2024
hancockwhitney.com
New Orleans, LA
1,000 - 3,000
The job skills required for Senior Investment Consultant include Products and Services, Commitment, Prospecting, Accounting, Futures, Consulting, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior Investment Consultant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior Investment Consultant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Senior Investment Consultant positions, which can be used as a reference in future career path planning. As a Senior Investment Consultant, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Investment Consultant. You can explore the career advancement for a Senior Investment Consultant below and select your interested title to get hiring information.