Investment Advisor - Banking Securities & Wealth

WesBanco; Frankfort (KY); On-site; USD 60,000 - 90,000; Full time

Job summary

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

You will coach licensed bankers in your market regarding investment sales activity and collaborate with partners across Wealth Management.

Qualifications

• Proven sales skills and ability to generate opportunities.
• Strong written and verbal communication and professional demeanor.
• Knowledge of FINRA rules and banking regulations.

Responsibilities

• Prospect clients to establish business relationships.
• Profile clients and recommend 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

Sales skills

Interpersonal skills

Proactive

Communication

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

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

You will coach licensed bankers in your market regarding investment sales activity and collaborate with partners across Wealth Management.