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Investment Consultant

2 months ago

Dayton, Ohio, United States WesBanco Bank Inc. Full time

Job Title - Department
Investment Consultant - Securities Administration
Location

This role requires full-time in-office presence at a designated WesBanco location.

Market
South West Ohio Northern Kentucky
Work Hours per Week
37.5
Requirements

A Bachelor's Degree is preferred.

State Life & Health insurance licenses along with FINRA SIE, Series 7 and 66 (or 63 and 65) are mandatory.

Familiarity with essential investment products such as fixed and variable annuities and mutual funds is required.

A solid understanding of banking services and operations is necessary.

Investment market knowledge is essential.

Prior experience in investment sales or related fields is expected.

Experience in coaching, mentoring, and developing others is preferred, along with the ability to contribute to performance evaluations.

Job Overview

In this capacity, you will represent WesBanco Securities within a designated branch-based territory, focusing on achieving securities production targets. Your responsibilities will include providing investment guidance to both bank and non-bank clients, offering a range of products including mutual funds, annuities, and fee-based accounts. Additionally, you will collaborate with and mentor licensed bankers in your market regarding their investment sales efforts. You will also engage with other business partners to identify opportunities for their products and services, such as trust or insurance offerings, under the supervision of WesBanco Wealth Management.

Customer Service Skills:

A commitment to delivering exceptional service that sets us apart from competitors is essential.

Proven sales abilities and a proactive approach to generating opportunities are required.

Interpersonal Skills:

Given the highly regulated nature of investment sales in a banking environment, you are expected to acquire and maintain proficiency in the Bank's and FINRA policies and procedures, adhering to all applicable laws and regulations. Completion of all assigned compliance training in a timely manner is also expected.

Maintain a professional demeanor in appearance, interpersonal relations, work ethic, and attitude.

Possess clear, concise, and effective written and oral communication skills to convey thoughts, ideas, and concepts to bank employees and customers.

Ability to analyze, comprehend, and act in accordance with various regulatory entities.

Professional interaction with Bank business partners and customers is essential.

Strong organizational and planning skills are necessary.

Maintain confidentiality at all times.

Self-motivation is a must.

Willingness to travel to assigned offices is required.

Clerical Skills:

Ability to perform general clerical duties and operate various departmental equipment.

Proficiency in Microsoft Office products (Word, Excel, Outlook, and PowerPoint) is required.

Ability to learn various software systems to fulfill work responsibilities.

Essential Duties and Responsibilities:

Identify and engage potential clients to establish business relationships.

Assess client needs and recommend appropriate investment and insurance solutions.

Ensure a positive client experience for all clients and prospects.

Facilitate the opening of investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges, and any transactions processed on behalf of clients.

Participate in seminars, branch training, and community events to support Securities.

Collaborate with retail and other divisions to cross-refer clients for bank-offered services.

Coach and train Senior and Licensed Personal Bankers and branch employees.

Other Requirements:

As banking is a highly regulated industry, you will be expected to acquire and maintain proficiency in the bank's policies and procedures, adhering to all applicable laws and regulations. Timely completion of all assigned compliance training is required.