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Wealth Management Associate Jobs in Covington, LA

Hancock Whitney Bank

Trust Advisor 3

Covington, LA · On-site

The Trust Advisor 3 manages and develops complex wealth management client relationships during the ... Responsibilities may include interviewing, hiring and training associates; planning, assigning and ...

Hancock Whitney Corp.

Trust Advisor 3

New Orleans, LA · On-site

The Trust Advisor 3 manages and develops complex wealth management client relationships during the ... Responsibilities may include interviewing, hiring and training associates; planning, assigning and ...

Hancock Whitney Bank

Private Banker 4

Covington, LA · On-site

Coordinates marketing events that promote Private Wealth Management capabilities for internal associates and external client prospects and centers of influence * Develops and grows a portfolio of ...

Hancock Whitney Corp.

Private Banker 4

New Orleans, LA · On-site

Coordinates marketing events that promote Private Wealth Management capabilities for internal associates and external client prospects and centers of influence * Develops and grows a portfolio of ...

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How much do wealth management associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for wealth management associate in Covington, LA is $17.09, according to ZipRecruiter salary data. Most workers in this role earn between $12.84 and $17.79 per hour, depending on experience, location, and employer.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

What are the key skills and qualifications needed to thrive as a wealth management associate?

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

What are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

What cities near Covington, LA are hiring for Wealth Management Associate jobs?

Cities near Covington, LA with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Covington, LA as of August 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $35,551 per year, or $17.1 per hour.

Director, Wealth Portfolio Management

Hancock Whitney Corp.

New Orleans, LA • On-site

Full-time

Re-posted 9 days ago

Hancock Whitney Bank rating

7.7

Company rating: 7.7 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

94th of 174 rated banks

Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY:
Director, Wealth Portfolio management is primarily responsible for all aspects of client engagement for asset management professionals and management of the Wealth Portfolio Management group. The Director manages and provides guidance on all aspects of asset management client engagement including retention and sales materials; appropriate communication points; and discussion of the firm's economic and market outlook. The Director, Wealth Portfolio Management is also responsible for ensuring appropriate account book sizes are maintained and the portfolio management assignment of new relationships.
ESSENTIAL DUTIES & RESPONSIBILITIES:
  • Oversees the development of methodologies for investment strategies and the ongoing process of reviewing and modifying existing methodologies.
  • Ensures our team has professional sales and retention presentation materials for all client engagement opportunities.
  • Monitors and maintains appropriate account book sizes for portfolio management team.
  • Assists in asset management product development.
  • Helps in raising the visibility of HW Asset Management through planning and development of programs to write or speak about our firm and market and economic related topics to both internal and external audiences.
  • Meets with current and potential high net worth and industrial clients to discuss and determine an appropriate investment strategy and asset allocation for the client.
  • Executes strategies in accordance with the process, policies and procedures of the Wealth Management Group.
  • Makes investment decisions regarding security selection and asset allocation for client portfolios.
  • Evaluates, studies, and effectively communicates current economic and market conditions.
  • Formulates and reviews the investment process and change as conditions warrant.
  • Provides written and oral communication to clients, consultants, Bank management, the Hancock Horizon Funds' Board and others regarding investment strategy and results.
  • Audits accounts, records and certifications to ensure compliance of workers with standard procedures of Wealth Management.
  • Compiles and accurately reports all financial data as required by government regulations.
  • Keeps abreast of developments in the financial markets using fundamental and technical research to arrive at sound and timely investment recommendation.
  • Keeps abreast of legal and tax consequences of investment decisions.
  • Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

SUPERVISORY RESPONSIBILITIES:
Carries out supervisory responsibilities in accordance with the organization's policies, procedures and applicable laws; Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
  • Bachelor's in Finance, Economics, or related field; advanced degree preferred.
  • 12 years of investment and financial analysis experience.
  • CFA or CIMA preferred; advanced understanding of trusts, wealth management, sales techniques, industry trends, investment products / markets, and leadership skills.
  • Requires an advanced understanding of trusts and investment products, strategies and markets.
  • Requires an advanced understanding of banking and investment regulations.
  • Requires advanced skills with Bloomberg Professional and Morningstar Direct

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
  • Ability to travel if required to perform the essential job functions.
  • Ability to work under stress and meet deadlines.
  • Ability to operate related equipment to perform the essential job functions.
  • Ability to read and interpret a document if required to perform the essential job functions.
  • Ability to lift/move/carry approximately 10 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.

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