Securities Sales Specialist

1 week ago


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

Position Overview:

The role of a Financial Advisor at WesBanco Bank Inc. involves representing the firm within a designated branch-based territory, focusing on achieving securities production targets. This position requires providing expert investment guidance to both bank and non-bank clientele, offering a range of products including mutual funds, annuities, and fee-based accounts.

Work Environment:

This is a hybrid role, with a structured schedule that includes both remote and in-office work.

Market Focus:

Mid Atlantic Region

Weekly Commitment:

40 hours

Qualifications:

  • Bachelor's Degree is preferred.
  • Possession of State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) is mandatory.
  • Understanding of core investment products such as fixed and variable annuities and mutual funds.
  • Fundamental knowledge of banking services and operations.
  • Experience in investment sales or related fields is essential.
  • Preferred experience in coaching, mentoring, and developing team members.

Key Responsibilities:

  • Prospect and establish relationships with clients.
  • Assess client needs and recommend appropriate investment and insurance solutions.
  • Deliver exceptional client service to all clients and prospects.
  • Manage the opening of investment and insurance accounts, along with customer service requests and transactions.
  • Engage in seminars, branch training, and community events to promote securities offerings.
  • Collaborate with retail and other divisions to cross-refer clients for banking services.
  • Coach and mentor Senior and Licensed Personal Bankers and branch staff.

Customer Service Excellence:

Demonstrate a commitment to providing superior service that distinguishes WesBanco from competitors.

Interpersonal Skills:

Investment sales within a banking context is heavily regulated. Advisors are expected to maintain proficiency in the bank's and FINRA's policies and procedures, ensuring compliance with all applicable laws and regulations. Timely completion of all assigned compliance training is required.

Professional Attributes:

  • Maintain a professional demeanor in appearance and conduct.
  • Exhibit strong written and verbal communication skills.
  • Possess analytical skills to navigate regulatory requirements.
  • Demonstrate organizational and planning capabilities.
  • Maintain confidentiality and be self-motivated.
  • Willingness to travel to assigned locations as necessary.

Administrative Skills:

Ability to perform general clerical tasks and operate various departmental equipment, with proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and the capacity to learn new software systems as needed.

Compliance and Ethics:

As a member of a highly regulated industry, adherence to the bank's policies and procedures, along with compliance with all relevant laws and regulations, is paramount. Completion of all compliance training in a timely manner is expected.



  • Clarksburg, Maryland, United States WesBanco Bank Inc. Full time

    Job Title - DepartmentInvestment Consultant - Securities AdministrationLocationThis position is hybrid, allowing for a combination of remote and office work on a structured schedule.MarketMid AtlanticWork Hours per Week40RequirementsBachelor's Degree preferred.State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) are...

  • Sales Associate

    13 hours ago


    Clarksburg, Maryland, United States Carter'sOshKosh Full time

    About the RoleWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Carter's/OshKosh. As a Sales Associate, you will be responsible for providing exceptional customer service, maintaining a positive store environment, and driving sales growth.Key ResponsibilitiesCustomer Focus:Confidently and proactively help resolve...


  • Clarksburg, Maryland, United States Levi Strauss & Co. Full time

    About the JobWe are seeking a highly motivated and customer-focused Seasonal Sales Stylist to join our team at Levi Strauss & Co. in Clarksburg, MD. As a Seasonal Sales Stylist, you will play a key role in supporting store productivity during peak periods, providing exceptional customer service, and maintaining a visually appealing store environment.Key...


  • Clarksburg, Maryland, United States Puma Full time

    About the RoleWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at Puma. As a key member of our sales team, you will be responsible for delivering exceptional customer service, driving sales growth, and maintaining a visually appealing store environment.Key ResponsibilitiesCustomer Service: Provide exceptional...

  • Investment Consultant

    2 weeks ago


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

    Position Overview:The Financial Advisor role within WesBanco Bank Inc. focuses on delivering exceptional investment guidance and support to clients in a designated branch territory.Work Environment:This position operates in a hybrid model, allowing for a blend of remote and in-office work. The designated work hours are structured around a 40-hour week.Market...


  • Clarksburg, Maryland, United States WesBanco Bank Inc. Full time

    Job Title - DepartmentInvestment Consultant - Securities AdministrationLocationThis position is hybrid, with a combination of remote and office work on a structured schedule.MarketMid AtlanticWork Hours per Week40RequirementsBachelor's Degree preferred.State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) are...


  • Clarksburg, Maryland, United States WesBanco Bank Inc. Full time

    Position Overview:The role of the Financial Advisor at WesBanco Bank Inc. is pivotal in driving investment strategies and achieving financial objectives within a designated branch territory.Work Environment:This position operates in a hybrid model, combining both remote and in-office responsibilities, with specific locations to be determined.Market Focus:Mid...

  • Investment Consultant

    2 weeks ago


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

    Job Title - DepartmentInvestment Consultant - Securities AdministrationLocationThis position operates in a hybrid model, with a combination of remote and office work on a structured schedule.MarketMid AtlanticWork Hours per Week40RequirementsBachelor's Degree is preferred.State Life & Health insurance licenses along with FINRA SIE, Series 7 and 66 (or 63 and...


  • Clarksburg, Maryland, United States Tapestry Full time

    Company Overview:Since its inception in 1993, Kate Spade New York has epitomized optimistic femininity. Today, it stands as a global lifestyle brand, offering a diverse range of products including handbags, apparel, jewelry, footwear, gifts, and home decor. The brand's essence is characterized by polished ease, thoughtful details, and a sophisticated use of...


  • Clarksburg, Maryland, United States WesBanco Bank Inc. Full time

    Job SummaryWe 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...


  • Clarksburg, West Virginia, United States Coca-Cola Consolidated Full time

    Job OverviewThe Point of Sales (POS) Specialist position plays a crucial role in the Coca-Cola Consolidated team, assisting in the ordering, receiving, tracking, routing, and monitoring of POS items. This position requires strong interpersonal skills, as the POS Specialist will work with various stakeholders, including managers, warehouse personnel, vendors,...


  • Clarksburg, West Virginia, United States ManTech Full time

    Become a Key Player in National SecurityJoin a forward-thinking organization committed to safeguarding our nation. ManTech International Corporation is in search of a Senior Information Assurance/Security Specialist to engage in innovative initiatives and enhance our security posture.Key Responsibilities:Establish and enforce information security...


  • Clarksburg, West Virginia, United States ManTech Full time

    Become a Key Player in National SecurityJoin a forward-thinking organization committed to safeguarding our nation. ManTech International Corporation is on the lookout for a Senior Information Assurance/Security Specialist to engage in innovative projects that enhance our security posture.Key Responsibilities:Establish and enforce information security...


  • Clarksburg, United States Coca-Cola Consolidated Full time

    Requisition ID:193330Pay Range: $135.00 - $150.00 day ratePosting Locations: ClarksburgRate Frequency:DailyClick here to view a Day in the Life of our Teammates!Our Secret Ingredient is our Teammates. We offer great rewards, competitive pay, career advancement and growth opportunities.Full Time Teammates are also eligible for: Paid Training Paid Time Off...

  • Financial Advisor

    3 months ago


    Clarksburg, United States WesBanco Bank Inc. Full time

    Job Title - Department Financial Advisor - Securities Administration Location This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Rockville Pike, MD, Clarksburg, MD or Damascas, MD. Market Mid Atlantic Work Hours per Week 40 Requirements Bachelor's Degree preferred. State...

  • sales stylist

    1 month ago


    Clarksburg, United States beBee S US Full time

    JOB DESCRIPTION We believe that clothes - and how you make them - can make a difference. Since 1853, we've been obsessed with innovation to meet people's needs. We invented the first blue jean. And we reinvented khaki pants. We pioneered labor and environmental guidelines for our manufacturing partners. And we work to build sustainability into...

  • sales stylist

    2 months ago


    Clarksburg, United States Levi Strauss & Co Part time

    JOB DESCRIPTIONWe believe that clothes — and how you make them — can make a difference. Since 1853, we’ve been obsessed with innovation to meet people’s needs. We invented the first blue jean. And we reinvented khaki pants. We pioneered labor and environmental guidelines for our manufacturing partners. And we work to build sustainability into...


  • Clarksburg, West Virginia, United States Aurora Ventures Full time

    Job Summary:We are seeking a highly motivated and detail-oriented individual to join our team as a Convenience Food Specialist at Aurora Ventures. As a key member of our sales support team, you will be responsible for creating convenience products, ensuring sales readiness, and maintaining our quality standards.Key Responsibilities:Produce convenience...


  • Clarksburg, West Virginia, United States ManTech Full time

    Become a Key Player in National SecurityJoin a forward-thinking organization committed to safeguarding our nation. ManTech International Corporation is in search of a Senior Information Assurance/Security Specialist to engage in innovative projects and enhance our national defense.Key Responsibilities:Establish and enforce information security...


  • Clarksburg, West Virginia, United States State Electric Corp Full time

    Since its inception, STATE ELECTRIC SUPPLY CO. has established itself as a prominent player in the electrical distribution sector, boasting a workforce of dedicated professionals across numerous locations. Our branches are staffed with knowledgeable team members who are committed to delivering exceptional service to our clientele. We are currently seeking a...


  • Clarksburg, West Virginia, United States Fisher Auto Parts Full time

    About Fisher Auto PartsFederated/Fisher Auto Parts is a leading provider of auto parts and accessories, with a rich history of delivering world-class customer service and reliable products. Our company values its employees, who are the key to our success, and offers a range of career opportunities and benefits.Job SummaryWe are seeking a Full-Time Counter...


  • Clarksburg, West Virginia, United States Paradyme Management Full time

    About the RoleParadyme Management is a leading government technology company that prioritizes service excellence. We're seeking an experienced Information Assurance Specialist III to join our team and support our federal law enforcement customer in Clarksburg, WV.Key ResponsibilitiesSupport the lifecycle security model for our federal customer's information...

  • Roofing Sales Manager

    3 months ago


    Clarksburg, United States Eastern Exteriors Full time

    Job DescriptionJob DescriptionJoin Our Team as a Roofing Sales ManagerAbout Eastern Exteriors:Eastern Exteriors is more than a company; it's a mission to protect homes and bring peace of mind to homeowners. Our founder, a seasoned entrepreneur with a marketing and door-to-door sales background, started this journey to help homeowners secure their roofs...


  • Clarksburg, United States Under Armour Full time

    Values & InnovationAt Under Armour, we are committed to empowering those who strive for more, and the company's values - Act Sustainably, Celebrate the Wins, Fight on Together, Love Athletes and Stand for Equality - serve as both a roadmap for our teams and the qualities expected of every teammate.Our Values define and unite us, the beliefs that are the red...


  • Clarksburg, West Virginia, United States PVH Full time

    Shape Your Career with PVH Part-Time Customer Engagement Associate - CALVIN KLEIN POSITION OVERVIEW Sales Associates serve as brand representatives who foster a meaningful connection between our clientele and the brand. They consistently surpass expectations, deliver outstanding service, and exhibit enthusiasm for our brand. Sales Associates are...


  • Clarksburg, United States Under Armour Full time

    Values & Innovation At Under Armour, we are committed to empowering those who strive for more, and the company's values - Act Sustainably, Celebrate the Wins, Fight on Together, Love Athletes and Stand for Equality - serve as both a roadmap for our teams and the qualities expected of every teammate. Our Values define and unite us, the beliefs that are the...


  • Clarksburg, United States Under Armour Full time

    Values & Innovation At Under Armour, we are committed to empowering those who strive for more, and the company's values - Act Sustainably, Celebrate the Wins, Fight on Together, Love Athletes and Stand for Equality - serve as both a roadmap for our teams and the qualities expected of every teammate.   Our Values define and unite us, the beliefs that are...


  • Clarksburg, West Virginia, United States BAE Systems USA Full time

    Position Overview Join BAE Systems' Intelligence and Security division and contribute to a team dedicated to delivering essential intelligence research and analysis that enhances national safety. We are seeking an Identity Resolution Specialist to provide support in Watchlisting and encounter management identity resolution for a significant government...


  • Clarksburg, West Virginia, United States Coca-Cola Consolidated Full time

    Job OverviewCoca-Cola Consolidated is seeking a highly motivated and detail-oriented Driver Merchandiser On-Premise to join our team. As a Driver Merchandiser On-Premise, you will be responsible for delivering products to customer locations in a courteous, professional, compliant, safe, and timely manner.Key ResponsibilitiesDeliver products to customers on...


  • Clarksburg, West Virginia, United States Shannon Reed Full time

    Benefits:Dental coverageHealth coverageProfessional development opportunitiesROLE OVERVIEW:As a Client Relations Specialist at Shannon Reed - State Farm Agent, you will create exceptional experiences for clients that contribute to the success of our insurance agency. Your keen attention to detail, strong customer service abilities, and genuine desire to...