Wealth Advisor - Banking & Investments

wesbancocareers; Kentucky; On-site; USD 60,000 - 90,000; Full time

Job summary

WesBanco is looking for a Financial Advisor to represent WesBanco Securities across branch locations and help clients meet their investment goals. You will provide investment counseling, sell products like mutual funds and annuities, and coach bank partners on investment sales opportunities.

Success requires strong interpersonal skills, regulatory knowledge, and the ability to generate new business while maintaining client relationships. Travel to assigned offices may be required.

Qualifications

• Bachelor’s Degree preferred.
• State Life & Health licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
• Knowledge of fixed and variable annuities and mutual funds.
• Understanding of bank services and operations.
• Market investment knowledge.

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 and manage service requests.
• Participate in seminars, branch training and community events.
• Cross-refer clients to bank offered services.
• Coach and train Senior and Licensed Personal Bankers and branch employees.

Skills

Investment knowledge

Sales skills

Customer service

Communication

Compliance awareness

Organization

Education

Bachelor's Degree preferred

FINRA SIE, Series 7 & 66 licenses (or 63/65)

State Life & Health licenses

Tools

Microsoft Office

CRM systems

Job description

WesBanco is looking for a Financial Advisor to represent WesBanco Securities across branch locations and help clients meet their investment goals. You will provide investment counseling, sell products like mutual funds and annuities, and coach bank partners on investment sales opportunities.

Success requires strong interpersonal skills, regulatory knowledge, and the ability to generate new business while maintaining client relationships. Travel to assigned offices may be required.