Wealth Management Advisor & Investment Coach

WesBanco, Inc.; Frankfort (KY); On-site; USD 70,000 - 110,000; Full time

Job summary

WesBanco Securities is seeking a Financial Advisor to service an assigned branch-based territory, driving securities production goals while providing investment counseling to bank and non-bank clients. You will coach licensed bankers and collaborate with trust and insurance partners to grow product sales across WesBanco Wealth Management.

The role requires adherence to FINRA policies, strong client service, and proactive sales skills.

Qualifications

• Provide investment counseling to bank and non-bank clients.
• Adhere to FINRA rules and bank policies in all interactions.
• Coach licensed bankers on investment sales activities.

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 accounts and manage service requests, transfers, exchanges.
• Participate in seminars, branch training, and community events for WesBanco Securities.
• Support cross-referral of clients to bank-offered services.
• Coach and train Senior and Licensed Personal Bankers and branch staff.

Skills

Sales skills

Investment knowledge

Regulatory compliance

Communication skills

Travel readiness

Education

Bachelor's degree preferred

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

State Life & Health licenses

Tools

Microsoft Office

CRM systems

Job description

WesBanco Securities is seeking a Financial Advisor to service an assigned branch-based territory, driving securities production goals while providing investment counseling to bank and non-bank clients. You will coach licensed bankers and collaborate with trust and insurance partners to grow product sales across WesBanco Wealth Management.

The role requires adherence to FINRA policies, strong client service, and proactive sales skills.