Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

In-Branch Financial Advisor - Securities & Coaching

WesBanco Bank

WesBanco is seeking a Financial Advisor responsible for managing securities production goals and providing investment counseling to clients in Newport, KY. This role involves establishing client relationships, ensuring compliance with regulatory policies, and mentoring bank employees. Successful candidates will possess a Bachelor's Degree, a FINRA Series 7 and 66 licenses, and a strong understanding of investment products. Join WesBanco to contribute positively to customer experience and work collaboratively in a dynamic environment. #J-18808-Ljbffr WesBanco

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the In-Branch Financial Advisor - Securities & Coaching in Newport, KY vacancy
  • HFA Financial Advisor Senior - Branch page is loaded## HFA Financial Advisor Senior - Branchremote type: Officelocations: Cincinnati, OHtime type: Full...  ...all assets, goals, time horizon and risk tolerances.* Coach branch staff regularly in every location to better profile... 
    Suggested
    Temporary work
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington Bank

    Cincinnati, OH
    10 hours ago
  • A financial institution is seeking an HFA Financial Advisor Senior - Branch in Cincinnati, OH, to support branch staff and provide tailored financial solutions. The ideal...  ..., relevant licenses, and the ability to coach branch staff. This position focuses on achieving... 
    Suggested

    Huntington Bank

    Cincinnati, OH
    10 hours ago
  • WesBanco is seeking a Financial Advisor in Newport, KY, responsible for investment counseling and achieving production goals. This position...  ...and recommending suitable investment solutions, as well as coaching bank partners. The ideal candidate will have a Bachelor’s Degree... 
    Suggested

    WesBanco

    Newport, KY
    3 days ago
  • Global Elite Empire Consultants is seeking dedicated individuals for a work-from-home position in financial services focused on protecting families. This role offers the opportunity to make a positive impact, enjoy flexible working conditions, and grow within the company... 
    Suggested
    Remote job
    Work from home
    Flexible hours

    Global Elite Empire Consultants

    Cincinnati, OH
    3 days ago
  • Job Description This role provides comprehensive financial advice and customized solutions to clients to help them achieve their financial...  ...through referrals or financial center clientele Provides coaching and feedback to referral partners based on knowledge of client... 
    Suggested
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Cincinnati, OH
    1 day ago
  •  ...Mutual in Cincinnati is looking for College Financial Representatives in an internship program...  ...network while attending weekly coaching sessions. This role offers a flexible schedule...  ...before graduation, there's a chance to secure a full-time Financial Representative position... 
    Full time
    Internship
    Flexible hours

    UNAVAILABLE

    Cincinnati, OH
    3 days ago
  • **Join Equitable Advisors: A Pathway to Possibilities and Positive...  ...individuals have the retirement security they deserve. We offer a...  ...Educate clients on our diverse financial products and services, demonstrating...  ...and mentorship Personalized Coaching: Benefit from the training... 
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Equitable Advisors

    Cincinnati, OH
    4 days ago
  •  ...certifications. We've been helping clients achieve financial security for over 160 years. We are searching...  ...and help map a path to meet them. • Advisors help clients to achieve and maintain...  ...people with a background in teaching, coaching, real estate, communication, marketing... 
    Full time
    Contract work
    Work experience placement
    Internship
    Work at office
    Monday to Friday

    Northwestern Mutual

    Cincinnati, OH
    3 days ago
  • $42.64k - $52k

     ...Lead Teller within PNC's Retail Branch organization, you will be...  ..., Addressing Customer Needs, Coaching Others, Digital Awareness, Effective...  ...robust wellness program with financial incentives.In addition, PNC...  ...for any registered role, the Secure and Fair Enforcement for... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Cincinnati, OH
    1 day ago
  •  ...that all confidential records are properly secured at all times. Oversee the operations...  ...Balancing Standards through daily monitoring, coaching and disciplinary action and proper...  ...changes to teller staff in the event that the branch does not have a Branch Operations... 
    Night shift

    Community Trust Bank

    Florence, KY
    2 days ago
  • $19.23 - $28.37 per hour

    KeyBank in Cincinnati is seeking a Financial Wellness Advisor to enhance client relationships while managing transactions and financial guidance. This hybrid role requires a High School diploma and experience in sales and cash handling. The position offers a competitive... 
    Hourly pay

    KeyBank

    Cincinnati, OH
    1 day ago
  • $20.67 - $31.25 per hour

     ...regional banking institution in Cincinnati is seeking a Personal Banker to build relationships with clients and guide them in their financial journey. The role focuses on achieving sales goals through personalized service and effective client engagement strategies.... 
    Hourly pay

    KeyBank

    Cincinnati, OH
    3 days ago
  •  ...Financial Customer Associate Do you genuinely enjoy making a difference in the lives of...  ...activities, get well-being support, and career coaching. Rewards & Recognition: Your...  ...business is governed by the provisions of the Securities Exchange Act of 1934, the Investment... 
    Hourly pay
    Full time
    Work at office
    Work from home
    Monday to Friday
    Shift work

    Fidelity Investments

    Covington, KY
    10 hours ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives...  ...software platforms Engage in weekly coaching, training, and development meetings...  ...a full-time Financial Representative or Advisor role upon graduation. Qualifications... 
    Full time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Cincinnati, OH
    4 days ago
  • $45k - $64.3k

     ...contribute to the company’s success. Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book...  .... Actively and regularly coaches and educates branch staff and...  ...for any registered role, the Secure and Fair Enforcement for... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Cincinnati, OH
    1 day ago
  • PNC Financial Services Group, Inc. seeks a leader to coach and mentor tellers in Cincinnati, ensuring exceptional customer experiences and efficient branch operations. This role involves identifying banking opportunities, educating customers about financial services, and... 

    PNC Financial Services Group, Inc.

    Cincinnati, OH
    3 days ago
  •  ...businesses we serve to make better and smarter financial decisions and enabling the communities...  ...collaborative partnerships with branch team members and partners to best serve...  ...boost your health, protect your financial security and give you peace of mind. Our benefits... 

    U.S. Bank

    Florence, KY
    1 day ago
  •  ...businesses we serve to make better and smarter financial decisions and enabling the communities...  ...lead, the Lead CTI Analyst will mentor, coach, and develop junior analysts, as well as...  ...your health, protect your financial security and give you peace of mind. Our benefits... 
    Temporary work
    Local area

    U.S. Bancorp

    Cincinnati, OH
    2 days ago
  •  ...-led businesses to materially improve operational performance, financial controls, and long-term profitability.   What sets Cogent Analytics...  ...run effectively and scale sustainably. Just as critical, they coach owners and stakeholders at every level to adopt new ways of... 
    Full time
    For contractors

    Cogent Talent Solutions

    Cincinnati, OH
    16 days ago
  •  ...application development lifecycle. Provide guidance and technical coaching to developers as part of the Architecture Services Organization...  ...; • Network architecture, Modern integration architectures, Security architecture, and Identity management; • Developing cloud... 
    Full time
    Work experience placement
    Remote work

    Archer Daniels Midland Company

    Erlanger, KY
    1 day ago
  • $75k - $125k

     ...strategies, as well as the development of financial plans for clients. Grows and retains an...  ...as needed. Actively and regularly coaches and educates internal business partners...  ...FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing... 
    Full time
    Temporary work
    Work experience placement
    Work at office

    PNC

    Cincinnati, OH
    1 day ago
  •  ...based in Cold Spring, KY at the Cold Spring branch. PNC is an in-office company that...  ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners...  ...(FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Newport, KY
    4 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives...  ...software platforms Engage in weekly coaching, training, and development meetings...  ...a full-time Financial Representative or Advisor role upon graduation. Qualifications... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Cincinnati, OH
    1 day ago
  • $18.75 - $25 per hour

     ...problem solver, trusted advisor, and partner to the...  ...distinctive quality service in branch. Lead Tellers ask...  ...to clients to uncover financial needs and transition...  ...observe and provide coaching to Tellers to enhance...  ...compliance with regulatory, security, and internal audit... 
    Hourly pay
    Full time
    Work experience placement
    Flexible hours
    Shift work
    Day shift

    KeyBank

    Cincinnati, OH
    3 hours ago
  •  ...oversee the distribution and transportation of goods both between branches and from the branches to the customer in their assigned region....  ...including talent acquisition, discipline, and performance coaching Ensure regional delivery drivers meet specified performance... 
    Temporary work

    Johnstone Supply

    Cincinnati, OH
    15 days ago
  •  ...administrative tasks related to client accounts ~18 years of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication skills: verbal and written, with an ability to engage and build rapport with clients. ~... 
    Full time
    Remote work

    Zuzick Organization of Globe Life

    Covington, KY
    2 days ago
  • Summary The Equity Consumer Loan Consultant Sr proactively communicates with branch colleagues and customers throughout the origination process of consumer lending products. Manages a pipeline of consumer loan applications and assists in obtaining the information necessary... 
    Full time
    H1b
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington National Bank

    Covington, KY
    4 days ago
  • $100k - $110k

     ...Minimum of 5 years of experience with financial systems, preferred. Experience with Peoplesoft...  ..., including senior management, the branch network, other departments and vendors....  ...technological resources for meetings, coaching and training. ADDITIONAL INFORMATION... 
    Full time
    Temporary work
    Part time
    Work at office
    Remote work
    Flexible hours

    WesBanco Bank Inc.

    Cincinnati, OH
    2 days ago
  • Priority Financial Group (PFG) in its relationship with TruPartner Credit Union , is looking to add a Financial Advisor to work in their Cincinnati Ohio market . The Financial Advisor will receive referrals from the assigned branch team members who are tasked with welcoming... 
    Work at office

    Trupartner Credit Union

    Cincinnati, OH
    3 days ago
  • $77k

     ...others to provide stretch opportunities, coaching them to deliver results. Demonstrate...  ...acceptance); Exhibiting proven understanding of financial and accounting concepts, such as...  ...these factors thoughtfully to establish a secure and trusted workplace for all.... 
    Full time
    H1b

    PwC

    Cincinnati, OH
    3 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to In-Branch Financial Advisor - Securities & Coaching. Be the first to apply!