WesBanco · 1 month ago
Financial Advisor - Securities Administration
Jackson, OH
Full-time
Onsite
Mid LevelWesBanco is a financial services company seeking a Financial Advisor to represent WesBanco Securities in an assigned branch-based territory. The role involves providing investment counseling, managing client relationships, and collaborating with bank partners to achieve securities production goals.
BankingFinanceFinancial Services
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
Participate in seminars, branch training and community events in support of WesBanco 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
Qualification
Required
State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required
Must possess proven sales skills, be proactive and generate opportunities
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
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
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
Preferred
Bachelor's Degree preferred
Experience coaching, mentoring, and developing others preferred
Ability to provide input for performance evaluations
Company
WesBanco
With over 150 years as a community-focused, regional financial services partner, WesBanco Inc.
Founded in 1870
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$260MKey Investors
PNC Bank
2025-09-10Post Ipo Equity· $230M
2022-10-03Post Ipo Debt· $30M
2015-11-02Acquired
Leadership Team
Jeff Jackson
Chief Executive Officer
Adam Thomas
Executive Vice President Tennessee Regional President
Recent News
2026-01-07
2025-10-29
Company data provided by crunchbase