Wealth Advisor - In-Branch Investments & Coaching

WesBanco; Newport (KY); On-site; USD 60,000 - 80,000; Full time

Job summary

WesBanco is seeking a Financial Advisor in Newport, KY, responsible for investment counseling and achieving production goals. This position involves building client relationships, profiling clients, and recommending suitable investment solutions, as well as coaching bank partners.

The ideal candidate will have a Bachelor’s Degree, necessary licenses, and experience in investment sales. The role requires excellent interpersonal skills and a proactive approach to generating business opportunities.

Qualifications

• Bachelor’s Degree preferred.
• State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
• Knowledge of core investment products including fixed and variable annuities and mutual funds.
• 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.
• Coach and train Senior and Licensed Personal Bankers and branch employees.

Skills

Investment counseling

Sales skills

Interpersonal skills

Organizational skills

Education

Bachelor’s Degree

State Life & Health insurance licenses

FINRA SIE, Series 7 and 66 (or 63 and 65)

Tools

Microsoft Office products

Job description

WesBanco is seeking a Financial Advisor in Newport, KY, responsible for investment counseling and achieving production goals. This position involves building client relationships, profiling clients, and recommending suitable investment solutions, as well as coaching bank partners.

The ideal candidate will have a Bachelor’s Degree, necessary licenses, and experience in investment sales. The role requires excellent interpersonal skills and a proactive approach to generating business opportunities.