Financial Advisor - Securities Administration - Dayton, OH

WesBanco Bank, Inc • Dayton, OH • 2h ago

Financial Advisor - Securities Administration

32-9110

Dayton, Ohio, United States

Location

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.

Market

Cincinnati

Work Hours per Week

37.5

Requirements

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.

Job Description

SUMMARY:

The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position 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.

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