Branch Investment Advisor & Team Coach

WesBanco Bank Inc.; Frankfort (KY); On-site; USD 55,000 - 75,000; Full time

Job summary

WesBanco Bank Inc. is seeking a Financial Advisor to represent WesBanco Securities in an assigned branch-based territory. You will provide investment counseling to bank and non-bank clients and offer products such as mutual funds, annuities, and fee-based accounts.

You will also work with licensed bankers to support investment sales activity and collaborate with other partners in trust or insurance services under WesBanco Wealth Management.

Qualifications

• Proven sales skills and ability to generate opportunities.
• Must possess strong client service orientation and differentiating service levels.
• Adhere to FINRA and bank policies and complete compliance training.

Responsibilities

• Prospect clients to establish business relationships.
• Profile clients and recommend investment and insurance solutions.
• Open investment and insurance accounts and manage service requests.
• Coach and train branch staff on investment sales.
• Participate in seminars and community events on WesBanco Securities.

Skills

Sales experience

Customer service

Interpersonal skills

Strong communication

Education

FINRA SIE, Series 7 & 66 (or 63 & 65) licenses

State Life & Health insurance licenses

Bachelor's degree preferred

Tools

Microsoft Office

Job description

WesBanco Bank Inc. is seeking a Financial Advisor to represent WesBanco Securities in an assigned branch-based territory. You will provide investment counseling to bank and non-bank clients and offer products such as mutual funds, annuities, and fee-based accounts.

You will also work with licensed bankers to support investment sales activity and collaborate with other partners in trust or insurance services under WesBanco Wealth Management.