In this position you will be responsible for providing investment counseling to bank and non-bank ... Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess ...
In this position you will be responsible for providing investment counseling to bank and non-bank ... Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess ...
Pharmacy Technician / Pharm Tech Apprenticeship
Lebanon, KY · On-site
$15 - $18.25/hr
Walgreens is proud to invest & champion an "earn while you learn" Pharmacy Technician Training ... in relation to pharmacy errors and the Quality Improvement Program. * Strictly adheres to the ...
Pharmacy Technician / Pharm Tech Apprenticeship
Lebanon, KY · On-site
$15 - $18.25/hr
Walgreens is proud to invest & champion an "earn while you learn" Pharmacy Technician Training ... in relation to pharmacy errors and the Quality Improvement Program. * Strictly adheres to the ...
Pharmacy Technician / Pharm Tech Apprenticeship
Springfield, KY · On-site
$16.50 - $20/hr
Walgreens is proud to invest & champion an "earn while you learn" Pharmacy Technician Training ... in relation to pharmacy errors and the Quality Improvement Program. * Strictly adheres to the ...
Pharmacy Technician / Pharm Tech Apprenticeship
Springfield, KY · On-site
$16.50 - $20/hr
Walgreens is proud to invest & champion an "earn while you learn" Pharmacy Technician Training ... in relation to pharmacy errors and the Quality Improvement Program. * Strictly adheres to the ...
Pharmacy Technician / Pharm Tech Apprenticeship
Lawrenceburg, KY · On-site
$16.50 - $20/hr
Walgreens is proud to invest & champion an "earn while you learn" Pharmacy Technician Training ... in relation to pharmacy errors and the Quality Improvement Program. * Strictly adheres to the ...
Pharmacy Technician / Pharm Tech Apprenticeship
Lawrenceburg, KY · On-site
$16.50 - $20/hr
Walgreens is proud to invest & champion an "earn while you learn" Pharmacy Technician Training ... in relation to pharmacy errors and the Quality Improvement Program. * Strictly adheres to the ...
Restaurant Manager
Bardstown, KY · On-site
Invest in Your Future: 401k Plan with Company Matching Contributions at 90 days | Employee Stock Purchase Program * Even More to Look Forward to : 35% Discount on Cracker Barrel Food and Retail items ...
Restaurant Manager
Bardstown, KY · On-site
Invest in Your Future: 401k Plan with Company Matching Contributions at 90 days | Employee Stock Purchase Program * Even More to Look Forward to : 35% Discount on Cracker Barrel Food and Retail items ...
In Investor Relations information
See Springfield, KY salary details
$25.2K - $37K
13% of jobs
$37K - $48.8K
12% of jobs
$49.3K is the 25th percentile. Wages below this are outliers.
$48.8K - $60.7K
22% of jobs
The median wage is $65.8K / yr.
$60.7K - $72.5K
8% of jobs
$72.5K - $84.3K
2% of jobs
$84.3K - $96.1K
11% of jobs
$103.9K is the 75th percentile. Wages above this are outliers.
$96.1K - $108K
12% of jobs
$108K - $119.8K
6% of jobs
$119.8K - $131.6K
4% of jobs
$131.6K - $143.4K
6% of jobs
$143.4K - $155.3K
4% of jobs
$25.2K
$82.2K
$155.3K
How much do in investor relations jobs pay per year?
What are the key skills and qualifications needed to thrive as an Investor Relations professional, and why are they important?
What is the difference between In Investor Relations vs Financial Analyst?
| Aspect | In Investor Relations | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, marketing, or communications; often certifications like CFA or CPA are beneficial | Bachelor's degree in finance, accounting, or economics; CFA certification often preferred |
| Work Environment | Corporate offices, communication-focused, stakeholder engagement | Financial institutions, corporate finance departments, data analysis |
| Employer & Industry Usage | Public companies, investor relations firms, financial services | Investment banks, asset management firms, corporate finance teams |
While both roles require finance knowledge and may share certifications, In Investor Relations focuses on communicating with investors and managing company reputation, whereas Financial Analysts analyze financial data to support investment decisions. Both roles are vital in the finance industry but serve different functions within organizations.
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WesBanco rating
7.4
Based on 14 frontline employees who took The Breakroom Quiz
110th of 170 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