Financial Advisor - Securities Administration

About the role

The position is 100% in-office and can be located in Frankling Square - Frankfort, KY; Bradford - Georgetown, KY or West Park - Lawrenceburg, KY.

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 investment counseling and offer products such as mutual funds, annuities, and fee-based accounts.
• Work with and coach licensed bankers in your market regarding their investment sales activity.
• Identify opportunities for other business partners like trust or insurance services under the supervision of WesBanco Wealth Management.
• Willingness to provide a high level of service to differentiate from competitors.
• Proven sales skills and the ability to generate opportunities.
• Ability to analyze, comprehend, and act according to various regulatory entities.
• Strong organizational and planning skills.
• Ability to maintain confidentiality.
• Self-motivated and able to handle travel to assigned offices.
• Clerical skills including performing general duties, operating various departmental equipment, and proficiency in Microsoft Office products.
• Knowledge of core investment products, 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.

Requirements

• Bachelor’s Degree preferred.
• State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.