Financial Advisor - Securities Administration

WesBanco Bank, Inc.•California, MD

19h•$35,000 - $40,000•Onsite

About The Position

The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management. The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners.

Requirements

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.
Must have fundamental understanding of Bank services and operations.
Market (investment) knowledge.
Experience in investment sales or related fields.
Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint).
Ability to learn various software systems to accomplish work responsibilities.
Ability to analyze, comprehend and act in accordance with various regulatory entities.
Ability to interact professionally with Bank business partners and customers.
Must possess strong organizational and planning skills.
Ability to maintain confidentiality.
Must be self-motivated.
Ability to handle travel to assigned offices.

Nice To Haves

Bachelor’s Degree preferred.
Experience coaching, mentoring, and developing others preferred.
Ability to provide input for performance evaluations.

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 and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients.
Participate in seminars, branch training and community events in support of WesBanco Securities.
Support retail and other divisions in cross referring clients for bank offered services.
Coach and train Senior and Licensed Personal Bankers and branch employees.

Benefits

22 days of PTO (Paid Time Off)
5 days of STD (Short Term Disability)
11 annual paid holidays
medical
dental
vision
Health Care Flexible Spending
Dependent Care Flexible Spending
Transportation Fringe Benefit Plan
Group Life
Long Term Disability
Optional Life
access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products.
401(k) with employee match