Bank Securities Advisor & Investment Coach

WesBanco, Inc.; Georgetown (KY); On-site; USD 60,000 - 90,000; Full time

Job summary

WesBanco, Inc. seeks a Financial Advisor to represent WesBanco Securities in an assigned branch-based territory in Kentucky. You will counsel clients on investment products, coach licensed bankers, and collaborate with partners to grow business while complying with FINRA and banking policies.

You will work with bank staff to identify opportunities for trust or insurance services and manage a portfolio across mutual funds, annuities, and fee-based accounts in a regulated banking environment.

Qualifications

• Bachelor’s Degree preferred.
• State Life & Health licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
• Knowledge of core investment products including mutual funds and annuities.
• Fundamental understanding of Bank services and operations.
• Market (investment) knowledge.
• Experience in investment sales or related fields.
• Experience coaching, mentoring, and developing others preferred.

Responsibilities

• Prospect clients to establish business relationships.
• Profile clients and recommend suitable investment and insurance solutions.
• Provide a great client experience to all clients and prospects.
• Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients.
• Participate in seminars, branch training and community events in support of WesBanco Securities.
• Support retail and other divisions in cross referring clients for bank offered services.
• Coach and train Senior and Licensed Personal Bankers and branch employees.

Skills

Prospecting

Client relationship building

Sales skills

Regulatory/compliance knowledge

Communication skills

Self-motivation

Education

Bachelor’s Degree preferred

Tools

Microsoft Office Suite

Job description

WesBanco, Inc. seeks a Financial Advisor to represent WesBanco Securities in an assigned branch-based territory in Kentucky. You will counsel clients on investment products, coach licensed bankers, and collaborate with partners to grow business while complying with FINRA and banking policies.

You will work with bank staff to identify opportunities for trust or insurance services and manage a portfolio across mutual funds, annuities, and fee-based accounts in a regulated banking environment.