Wealth Investment Advisor

WesBanco Bank Inc.; Georgetown (KY); On-site; USD 60,000 - 90,000; Full time

Job summary

WesBanco Securities is seeking a Financial Advisor to drive securities production within an assigned branch territory. You will provide investment counseling to bank and non-bank clients, offering funds, annuities, and fee-based accounts while coaching licensed bankers on investment sales.

The role emphasizes proactive business development, relationship-building with branch teams, adherence to FINRA and bank policies, and collaboration with trust and insurance partners to grow wealth-management

Qualifications

• Proven sales skills and ability to generate opportunities.
• Ability to comply with FINRA rules and bank policies.
• Excellent written and verbal communication; professional demeanor.

Responsibilities

• Prospect clients to establish business relationships.
• Profile clients and recommend suitable investment and insurance solutions.
• Open investment and insurance accounts and manage service requests.
• Coach and train bank staff on investment sales best practices.
• Support cross-referrals to bank services and wealth management products.

Skills

Customer service

Sales skills

Interpersonal skills

Business development

Compliance training

Microsoft Office

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

WesBanco Securities is seeking a Financial Advisor to drive securities production within an assigned branch territory. You will provide investment counseling to bank and non-bank clients, offering funds, annuities, and fee-based accounts while coaching licensed bankers on investment sales.

The role emphasizes proactive business development, relationship-building with branch teams, adherence to FINRA and bank policies, and collaboration with trust and insurance partners to grow wealth-management