WesBanco · 6 hours ago
Financial Advisor - Securities Administration
Newport, KY
Full-time
Onsite
Mid LevelWesBanco is seeking a Financial Advisor to represent their securities division in assigned branches. This role involves providing investment counseling, achieving production goals, and coaching licensed bankers on investment sales activities.
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
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
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