Job Description
Qualifications
The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company
Willingness to provide a level of service which will clearly differentiate us from our competitors
Must possess proven sales skills, be proactive and generate opportunities
Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank’s and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers
Ability to interact professionally with Bank business partners and customers
Must possess strong organizational and planning skills
Ability to maintain confidentiality
Must be self-motivated
Ability to handle travel to assigned offices
Ability to perform general clerical duties and operate various departmental equipment
Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint)
Ability to learn various software systems to accomplish work responsibilities
Provide a great client experience to all clients and prospects
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing
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
Must have fundamental understanding of Bank services and operations
Market (investment) knowledge
Experience in investment sales or related fields
Ability to provide input for performance evaluations
Responsibilities
The employee will work full time in an office in a designated WesBanco location
In this position, you will represent WesBanco Securities in an assigned branch-based territory, and be responsible for securities production goals in those assigned branches
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
You will also work with and coach licensed bankers in your market with respect to their investment sales activity
You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management
The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners
The advisor will also be expected to complete all assigned compliance training in a timely manner
Professional demeanor in appearance, interpersonal relations, work ethic and attitude
Ability to analyze, comprehend and act in accordance with various regulatory entities
Prospect clients to establish business relationships
Profile clients and recommend suitable investment and insurance solutions
Open investment and insurance accounts
Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients
Participation 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
You will also be expected to complete all assigned compliance training in a timely manner
Job description
This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Beavercreek, OH or Franklin, OH.
,
Summary
In this position, you will represent WesBanco Securities in an assigned branch-based territory, and be responsible for securities production goals in those assigned branches. 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. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management.
The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners.
Customer Service Skills
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Must possess proven sales skills, be proactive and generate opportunities.
Interpersonal Skills
Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank’s and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Ability to analyze, comprehend and act in accordance with various regulatory entities.
Ability to interact professionally with Bank business partners and customers.
Must possess strong organizational and planning skills.
Ability to maintain confidentiality.
Must be self-motivated.
Ability to handle travel to assigned offices.
Clerical Skills
Ability to perform general clerical duties and operate various departmental equipment.
Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint).
Ability to learn various software systems to accomplish work responsibilities.
Essential Duties And Responsibilities
Prospect clients to establish business relationships.
Profile clients and recommend suitable investment and insurance solutions.
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.
Participation 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.
Other Requirements
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
,
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.
Must have 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.
The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company
Willingness to provide a level of service which will clearly differentiate us from our competitors
Must possess proven sales skills, be proactive and generate opportunities
Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank’s and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers
Ability to interact professionally with Bank business partners and customers
Must possess strong organizational and planning skills
Ability to maintain confidentiality
Must be self-motivated
Ability to handle travel to assigned offices
Ability to perform general clerical duties and operate various departmental equipment
Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint)
Ability to learn various software systems to accomplish work responsibilities
Provide a great client experience to all clients and prospects
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing
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
Must have fundamental understanding of Bank services and operations
Market (investment) knowledge
Experience in investment sales or related fields
Ability to provide input for performance evaluations
Responsibilities
The employee will work full time in an office in a designated WesBanco location
In this position, you will represent WesBanco Securities in an assigned branch-based territory, and be responsible for securities production goals in those assigned branches
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
You will also work with and coach licensed bankers in your market with respect to their investment sales activity
You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management
The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners
The advisor will also be expected to complete all assigned compliance training in a timely manner
Professional demeanor in appearance, interpersonal relations, work ethic and attitude
Ability to analyze, comprehend and act in accordance with various regulatory entities
Prospect clients to establish business relationships
Profile clients and recommend suitable investment and insurance solutions
Open investment and insurance accounts
Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients
Participation 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
You will also be expected to complete all assigned compliance training in a timely manner
Job description
This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Beavercreek, OH or Franklin, OH.
,
Summary
In this position, you will represent WesBanco Securities in an assigned branch-based territory, and be responsible for securities production goals in those assigned branches. 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. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management.
The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners.
Customer Service Skills
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Must possess proven sales skills, be proactive and generate opportunities.
Interpersonal Skills
Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank’s and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Ability to analyze, comprehend and act in accordance with various regulatory entities.
Ability to interact professionally with Bank business partners and customers.
Must possess strong organizational and planning skills.
Ability to maintain confidentiality.
Must be self-motivated.
Ability to handle travel to assigned offices.
Clerical Skills
Ability to perform general clerical duties and operate various departmental equipment.
Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint).
Ability to learn various software systems to accomplish work responsibilities.
Essential Duties And Responsibilities
Prospect clients to establish business relationships.
Profile clients and recommend suitable investment and insurance solutions.
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.
Participation 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.
Other Requirements
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
,
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.
Must have 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.
💡 Quick Summary
Seeking a career-building opportunity? The Financial Advisor - Securities Administration position is now open for candidates interested in the Bank Jobs sector. This role in Beavercreek offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
