Financial Services Professional
4 days ago
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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