Wealth Management Advisor
2 weeks ago
Location
This position is 100% in office. The employee will work full-time in an office in a designated WesBanco location.
Requirements
Minimum of 5 years of experience in private banking, retail banking, consumer lending, and/or commercial lending, with a strong focus on sales and business development, as well as trust, wealth management, and/or brokerage experience.
Bachelor's Degree in Business, Finance, or Accounting is preferred.
Formal credit training is preferred.
Series 7 and 66 licenses are advantageous.
Job Overview
SUMMARY:
In this role, you will be tasked with delivering comprehensive banking services to affluent clients.
CUSTOMER SERVICE SKILLS:
A commitment to providing a level of service that distinctly sets us apart from our competitors.
INTERPERSONAL SKILLS:
Exhibit a professional demeanor in appearance, interpersonal relations, work ethic, and attitude.
Possess clear, concise, and effective written and verbal communication skills to articulate thoughts, ideas, and concepts to both bank employees and clients.
Demonstrated ability to work collaboratively within a team.
KEY RESPONSIBILITIES:
Address the credit and deposit needs of high-net-worth clients.
Engage with existing clients and prospects to cultivate new business by promoting bank services and products.
Cross-sell additional retail products as well as personal trust, investment management, investment products, and financial and estate planning services.
Represent the bank at civic, community, and industry events to network and generate additional business opportunities.
Stay informed about current economic and market conditions and legislation that may impact client relationships and banking operations.
Assist less experienced staff with complex accounts and relationships through mentoring.
ADDITIONAL REQUIREMENTS:
Banking is a highly regulated industry, and you will be expected to acquire and maintain proficiency in the bank's policies and procedures, adhering to all applicable laws, rules, and regulations relevant to your conduct and responsibilities.
Possess a working knowledge of commercial lending, consumer lending, and retail services as they relate to loan policies, documentation, underwriting, and regulatory guidelines.
Familiarity with account opening policies and procedures.
Understanding of regulatory guidelines.
Working knowledge of the loan application and approval process.
Proficient in credit analysis and lending functions.
Knowledge of financial ratios and business principles.
Understanding of financial planning.
Familiarity with fiduciary principles and prudent investing concepts.
Basic knowledge of income, estate, and gift tax principles.
Preference for candidates with ties to the area or knowledge of the local market.
Proficiency in Microsoft Office products including Word, Excel, and Outlook.
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