Investment Advisor – Securities & Branch Coach

WesBanco Bank Inc.; California (MD); On-site; USD 35,000 - 40,000; Full time

Benefits offered by this job

401(k) with employer match

Excellent benefits package (medical, d

PTO 22 days + 11 holidays

STD 5 days

Job summary

WesBanco Bank Inc. is seeking a Financial Advisor to represent WesBanco Securities within a branch-based territory. You will provide investment counseling to bank and non-bank clients, offering mutual funds, annuities, and fee-based accounts.

You will coach licensed bankers on investment sales activity and collaborate with other business partners in trust, insurance, and wealth management services.

Qualifications

• Bachelor's degree preferred.
• FINRA SIE, Series 7 & 66 (or 63 & 65) required.
• Knowledge of core investment products including mutual funds, annuities.
• Fundamental understanding of Bank services and operations.
• Market (investment) knowledge.
• Experience in investment sales or related fields.

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 service requests and transactions.
• Participate in seminars, branch trainings and community events.
• Support retail and other divisions in cross-referring clients for bank services.
• Coach and train Senior and Licensed Personal Bankers and branch employees.

Skills

Sales skills

Customer service

Proactive

Communication

Travel

Education

Bachelor's degree preferred

FINRA SIE

Series 7 & 66 (or 63 & 65)

State Life & Health licenses

Tools

Microsoft Office

Job description

WesBanco Bank Inc. is seeking a Financial Advisor to represent WesBanco Securities within a branch-based territory. You will provide investment counseling to bank and non-bank clients, offering mutual funds, annuities, and fee-based accounts.

You will coach licensed bankers on investment sales activity and collaborate with other business partners in trust, insurance, and wealth management services.