In-Office Financial Advisor: Investments & Advisory

WesBanco Bank, Inc.; Frankfort (KY); On-site; USD 55,000 - 85,000; Full time

Job summary

WesBanco Bank, Inc. is seeking a Financial Advisor to grow securities production across branch-based territories in Kentucky. You will counsel clients on investments such as mutual funds and annuities and coach licensed bankers in market activity.

This role partners with WesBanco Wealth Management to offer additional bank services while meeting compliance requirements and regulatory standards.

Qualifications

• Bachelor’s Degree 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.

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

WesBanco Bank, Inc. is seeking a Financial Advisor to grow securities production across branch-based territories in Kentucky. You will counsel clients on investments such as mutual funds and annuities and coach licensed bankers in market activity.

This role partners with WesBanco Wealth Management to offer additional bank services while meeting compliance requirements and regulatory standards.