Financial Advisor

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Hancock Holding Company: Financial Advisor – Morgan City, LA

ESSENTIAL DUTIES & RESPONSIBILITIES: Identifies, contacts, and meets with prospective clients to complete a suitability review to assess the financial situation, including investment goals, experience, investment time horizon, risk tolerance, and liquidity needs. Recommends investment products and services to most effectively meet the needs of the client, based on information obtained. Informs customers of the benefits and risks of various …

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