Wealth Management Advisor

2 weeks ago


Charleston, West Virginia, United States WesBanco Bank Inc. Full time

Position: Wealth Management Advisor

Department: Private Banking Division

Location: This role is situated within a WesBanco office.

Market Focus: The position serves affluent clients across various regions.

Weekly Work Hours: 37.5

Qualifications:

  • A minimum of 5 years of experience in wealth management, lending, sales, and business development
  • A Bachelor's Degree in Business, Finance, or Accounting is preferred
  • Formal credit training is beneficial
  • Possession of Series 7 and 66 licenses is a plus

ROLE OVERVIEW:

As a Wealth Management Advisor, you will provide tailored banking solutions to high-net-worth individuals, ensuring a comprehensive suite of services.

CUSTOMER SERVICE EXCELLENCE:

Deliver outstanding service to set the bank apart from competitors.

INTERPERSONAL ABILITIES:

Exhibit professionalism in appearance, communication, and work ethic. Strong relationship management and teamwork skills are essential.

PRIMARY RESPONSIBILITIES:

  • Address the credit and deposit needs of affluent clients
  • Drive business growth by promoting banking products and services to existing and potential clients
  • Cross-sell various retail offerings along with trust, investment, and financial planning services
  • Represent the bank at community events to enhance networking opportunities
  • Stay informed on economic trends and banking regulations impacting client relationships
  • Provide mentorship to junior staff on complex accounts

ADDITIONAL QUALIFICATIONS:

  • Ensure adherence to banking regulations and internal policies
  • Proficiency in areas such as commercial lending, loan procedures, and credit analysis
  • Knowledge of financial planning, tax principles, and fiduciary responsibilities
  • Preference for candidates with local market knowledge or connections
  • Proficiency in Microsoft Office applications including Word, Excel, and Outlook


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