The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is ... The ability to be proactive and generate business is essential, in addition to cultivating ...
The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is ... The ability to be proactive and generate business is essential, in addition to cultivating ...
The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is ... The ability to be proactive and generate business is essential, in addition to cultivating ...
The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is ... The ability to be proactive and generate business is essential, in addition to cultivating ...
Senior Staff Accountant, Financial Reporting
Lexington, KY · On-site
$80K - $100K/yr
In addition to technical accounting responsibilities, the role provides guidance to staff-level accountants, supports audit and reporting requirements, and actively contributes to improving financial ...
Senior Staff Accountant, Financial Reporting
Lexington, KY · On-site
$80K - $100K/yr
In addition to technical accounting responsibilities, the role provides guidance to staff-level accountants, supports audit and reporting requirements, and actively contributes to improving financial ...
The Financial Advisor represents the bank in an assigned branch-based territory and is responsible ... The ability to be proactive and generate business is essential, in addition to cultivating ...
The Financial Advisor represents the bank in an assigned branch-based territory and is responsible ... The ability to be proactive and generate business is essential, in addition to cultivating ...
Managing Director
Smiths Grove, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Quick apply
Managing Director
Smiths Grove, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Richmond, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Quick apply
Managing Director
Richmond, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Owensboro, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Owensboro, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Owensboro, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Quick apply
Managing Director
Owensboro, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Oakland, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Oakland, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Covington, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Covington, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Owensboro, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Owensboro, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Shively, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Shively, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Georgetown, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Quick apply
Managing Director
Georgetown, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Jeffersonville, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Quick apply
Managing Director
Jeffersonville, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Richmond, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Richmond, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Louisville, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Louisville, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Versailles, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Quick apply
Managing Director
Versailles, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Managing Director
Woodburn, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Quick apply
Managing Director
Woodburn, KY · On-site
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client ...
Addition Financial information
What is Addition Financial?
Addition Financial is a credit union based in Central Florida that provides a range of financial services including savings and checking accounts, loans, credit cards, and investment products. Unlike traditional banks, Addition Financial is a not-for-profit cooperative owned by its members, which allows it to offer competitive rates and lower fees. The credit union primarily serves individuals who live, work, worship, or attend school in select counties in Florida. Membership is also open to employees and students of certain educational institutions. Addition Financial is committed to supporting financial wellness and education in the communities it serves.
What are the most rewarding aspects of working at Addition Financial, and how does the company support professional growth?
One of the most rewarding aspects of working at Addition Financial is the opportunity to contribute directly to members' financial well-being while working in a collaborative, supportive environment. The company offers robust training programs, mentorship opportunities, and clear pathways for advancement, encouraging employees to pursue both personal and professional goals. Team members regularly collaborate across departments, fostering a community-focused atmosphere and diverse skill development. Additionally, Addition Financial is known for promoting from within, providing employees with the chance to grow their careers in the financial services industry.
What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?
To thrive as a Financial Advisor, you need a solid grounding in finance, investment strategies, and personal financial planning, typically backed by a relevant degree and licenses such as Series 7 or CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, active listening, and trust-building abilities help financial advisors connect with clients and tailor solutions to their goals. These competencies are crucial for building client relationships, providing sound advice, and ensuring regulatory compliance in a competitive financial services environment.
What is the difference between Addition Financial vs Loan Officer?
| Aspect | Addition Financial | Loan Officer |
|---|---|---|
| Credentials | Typically requires a high school diploma or equivalent; some roles may need financial certifications | Requires a mortgage license, state-specific licensing, and sometimes certifications like NMLS |
| Work Environment | Bank branches, credit unions, or financial institutions | Loan offices, banks, mortgage companies, often client-facing |
| Industry Usage | Financial services, credit unions, banking | Mortgage lending, banking, real estate finance |
While Addition Financial is a credit union offering various financial services, a Loan Officer specializes in evaluating and approving loan applications, often working within banks or mortgage companies. Both roles involve financial knowledge, but Loan Officers focus more on lending processes, whereas Addition Financial provides broader banking services.
What are popular job titles related to Addition Financial jobs in Kentucky?
For Addition Financial jobs in Kentucky, the most frequently searched job titles are:
What job categories do people searching Addition Financial jobs in Kentucky look for?
The top searched job categories for Addition Financial jobs in Kentucky are:
Other
Re-posted 5 days ago
WesBanco rating
7.4
Based on 14 frontline employees who took The Breakroom Quiz
107th of 171 rated banks
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.
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.
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.
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.
About WesBanco
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
1,001 - 5,000 Employees
Headquarters location
Wheeling, WV, US
Year founded
1968