Financial Services Representative

4 days ago


Clarksburg, Maryland, United States WesBanco Bank Inc. Full time
Job Summary

We are seeking a highly motivated and experienced Financial Services Representative to join our team at WesBanco Bank Inc. as a Financial Advisor. In this role, you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to 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 a great client experience to all clients and prospects, and open investment and insurance accounts.
  • Manage and monitor customer service requests, transfers, exchanges, and/or any transactions processed on behalf of the clients.
  • Participate in seminars, branch training, and community events in support of Securities.
  • Support retail and other divisions in cross-referring 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 (investment) knowledge.
  • Experience in investment sales or related fields.
  • Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.
Working Conditions

This position is hybrid, with a formalized schedule split between remote and office work. Consideration for location will be given to Rockville Pike, MD, Clarksburg, MD, or Damascus, MD.



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