Financial Advisor - Securities Administration

Summary

The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. The advisor provides investment counseling to bank and non-bank clients and offers products including mutual funds, annuities, and fee-based accounts. They also work with and coach licensed bankers in their market and collaborate with other business partners.

Essential Duties And Responsibilities

• Possess strong interpersonal skills and work with bank partners at all levels of the company.
• Generate business and cultivate relationships with branch employees and partners.
• Provide a great client experience to all clients and prospects.
• 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 WesBanco Securities.
• Support retail and other divisions in cross-referencing clients for bank offered services.
• Coach and train Senior and Licensed Personal Bankers and branch employees.

Additional Information

• Wage Range: $35,000 - $40,000 annually
• Eligible for transition bonus and incentives
• PTO: 22 days
• STD: 5 days
• Annual Paid Holidays: 11
• Benefits Package: Medical, dental, vision, health care flexible spending, dependent care flexible spending, transportation fringe benefit plan, group life, long term disability, optional life, access to voluntary benefit products, cancer, term & universal life, accident, short-term disability, critical illness policies, and other ancillary benefit products.
• 401(k) with employee match