Financial Advisor - Securities Administration

About the role

The position is 100% in-office and the employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be at the Proctorville, OH.

Essential Duties And Responsibilities

• Possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company.
• Proactively generate business and cultivate relationships with branch employees and partners.
• Possess proven sales skills and be proactive in generating opportunities.
• 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.

Other Requirements

• Achieve and maintain proficiency in the bank's policies and procedures, and adhere to all applicable laws, rules, and regulations.
• Complete all assigned compliance training in a timely manner.
• Willingness to provide a level of service that clearly differentiates us from competitors.
• Must possess a Bachelor’s Degree.
• Hold State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65).
• Have a fundamental understanding of Bank services and operations.
• Market (investment) knowledge and experience in investment sales or related fields.
• Experience coaching, mentoring, and developing others preferred.
• Be able to provide input for performance evaluations.