Financial Services Professional

5 days ago


Cincinnati, Ohio, United States WesBanco Bank Inc. Full time
Job Title: Financial Advisor

WesBanco Bank Inc. is seeking a highly skilled Financial Advisor to join our team in a dynamic and challenging role.

Job Summary:

The Financial Advisor will be responsible for providing investment counseling to bank and non-bank clients, offering products such as mutual funds, annuities, and fee-based accounts. The successful candidate will possess strong interpersonal skills, be proactive in generating business, and have the ability to work with bank partners at all levels of the company.

Key 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 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
Requirements:
  • 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
  • Fundamental understanding of Bank services and operations
  • Market (investment) knowledge
  • Experience in investment sales or related fields
  • Experience coaching, mentoring, and developing others preferred
Working Conditions:

This position is 100% in-office, working full-time in an assigned WesBanco location. Consideration for location will be given to Franklin, OH; Beavercreek, OH; Mason, OH; Blue Ash, Cincinnati, OH; Wilmington Pike, Centerville, OH; Franklin, OH or Montgomery, Cincinnati, OH.

What We Offer:

WesBanco Bank Inc. offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.



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