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Investment Advisor

Job ID: 5019204

SalaryApproximate Hours Per Week
TBD37.5
EmployerDate Posted
WesBanco Bank, Inc.
New Albany, Indiana United States
Jan 08, 2018
Position TypeApplications Accepted Until
Full-timeApr 08, 2018
Description

WesBanco is a multi-state bank holding company headquartered in Wheeling, West Virginia, Over the  past decade, we've built a national reputation as a safe, sound and profitable bank holding company that always strives to do better by its customers, We've always maintained our community bank orientation because we've never forgotten whose money we're holding. We merge technology with people to  support our commitment to personal customer service. That's why WesBanco is, by all accounts, the smarter, faster and better bank for you. We offer an excellent benefits program and competitive compensation. WesBanco is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. 


POSITION SUMMARY:
Provides investment counseling to bank and non-bank clients and offers products that include, but are not limited to mutual funds, annuities, and fee based accounts. Functions as a team leader and supervises licensed bankers in his/her market who engage in investment sales. Offers limited WesBanco Trust services and products under the supervision of WesBanco Wealth Management.


DUTIES AND RESPONSIBILITIES:
- Prospect clients to establish business relationships.
- Profile clients and recommend suitable investments.
- Open 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.


Qualifications
QUALIFICATIONS REQUIRED:
Series 7, 63 and State Life and Health Insurance Licenses 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.

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 opportunity.

INTERPERSONAL SKILLS:
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 effectively with bank employees at all levels.
Ability to explain difficult investment concepts to customers.
Ability to be proactive and generate opportunity is a must.
Must possess strong organizational and planning skills.
Ability to maintain confidentiality.
Must be attentive to detail.
Must be self-motivated.

CLERICAL SKILLS:
Ability to perform general clerical duties and operate various departmental equipment.
Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint).

How to Apply
Visit https://www.wesbanco.com/about-us/careers to apply for this position.
Those without internet access or those that need additional assistance may apply on-line at our Human Resources Department at:
101 W. Spring Street, New Albany, IN


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