Investment Advisor – Banking Wealth Management

WesBanco Bank Inc.; Georgetown (KY); On-site; USD 60,000 - 95,000; Full time

Job summary

WesBanco Securities in Kentucky-Georgetown area is seeking a Financial Advisor to provide investment counseling to bank and non-bank clients, offering products such as mutual funds, annuities, and fee-based accounts. You will work with licensed bankers and other partners to grow revenue while remaining compliant with FINRA and bank policies.

The role emphasizes prospecting, building relationships with branch teams, delivering exceptional client service, and coaching colleagues.

Qualifications

• 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 and manage service requests.
• Participate in seminars, branch training and community events.

Responsibilities

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

Skills

Investment sales

Relationship building

Compliance awareness

Customer service

Education

Bachelor's Degree preferred

FINRA SIE license

Series 7

Series 66

Tools

Microsoft Office

CRM software

Job description

WesBanco Securities in Kentucky-Georgetown area is seeking a Financial Advisor to provide investment counseling to bank and non-bank clients, offering products such as mutual funds, annuities, and fee-based accounts. You will work with licensed bankers and other partners to grow revenue while remaining compliant with FINRA and bank policies.

The role emphasizes prospecting, building relationships with branch teams, delivering exceptional client service, and coaching colleagues.