Financial Advisor - Securities Administration

WesBanco; California (MD); Presencial; USD 35.000 - 40.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

22 days PTO

5 days Short Term Disability

11 annual paid holidays

401(k) with match

Descripción de la vacante

WesBanco is seeking a full-time Financial Advisor based in California, MD, to represent WesBanco Securities. This role involves providing investment counseling to clients and achieving securities production goals. Strong interpersonal skills and the ability to cultivate relationships with bank partners are essential.

The position offers a salary range of $35,000 to $40,000 annually, with a comprehensive benefits package, including medical, dental, vision, and a 401(k) plan with employee matching.

Formación

• Strong interpersonal skills to work closely with bank partners.
• Possess clear, concise, effective written and oral communication skills.
• Experience in investment sales or related fields.

Responsabilidades

• Establish business relationships with clients.
• Recommend suitable investment and insurance solutions.
• Provide personalized client experiences.

Conocimientos

Interpersonal skills

Communication skills

Analytical skills

Organizational skills

Self-motivation

Educación

Bachelor's Degree

State Life & Health insurance licenses

FINRA SIE, Series 7 and 66 (or 63 and 65)

Herramientas

Microsoft Office products (Word, Excel, Outlook, Powerpoint)

Descripción del empleo

Overview

This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be California, MD.

Summary

The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management.

The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners.

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.

Qualifications

• Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank’s and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner.
• Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
• Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
• Ability to analyze, comprehend and act in accordance with various regulatory entities.
• Ability to interact professionally with Bank business partners and customers.
• Must possess strong organizational and planning skills.
• Ability to maintain confidentiality.
• Must be self-motivated.
• Ability to handle travel to assigned offices.
• Clerical Skills: Ability to perform general clerical duties and operate various departmental equipment; Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint); Ability to learn various software systems to accomplish work responsibilities.
• State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required; Bachelor’s Degree preferred.
• Knowledge of core investment products including fixed and variable annuities and mutual funds.
• Must have fundamental understanding of Bank services and operations.
• Market (investment) knowledge.
• Experience in investment sales or related fields.
• Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.

Additional Information

The wage range for the Financial Advisor position is $35,000-$40,000 annually and is eligible for transition bonus and incentives. The position includes 22 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays. WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match.

Bachelor’s Degree preferred. State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required. Knowledge of core investment products including fixed and variable annuities and mutual funds. Must have fundamental understanding of Bank services and operations. Market (investment) knowledge. Experience in investment sales or related fields. Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.