Financial Services Professional

4 days ago


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

Job Summary:

WesBanco Bank Inc. is seeking a highly motivated and experienced Financial Advisor - Securities Administration to join our team. As a key member of our Securities department, you will be responsible for providing investment counseling to bank and non-bank clients, offering products such as mutual funds, annuities, and fee-based accounts.

Key Responsibilities:

  • Prospect clients to establish business relationships and profile clients to recommend suitable investment and insurance solutions.
  • Provide exceptional client service and manage customer service requests, transfers, exchanges, and transactions processed on behalf of clients.
  • Participate in seminars, branch training, and community events to support Securities and cross-reference 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 knowledge and experience in investment sales or related fields.
  • Ability to provide input for performance evaluations and maintain confidentiality.

What We Offer:

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

How to Apply:

Interested candidates should submit their application, including a cover letter and resume, to [insert contact information].



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