TotalBankMiami
The Financial Advisor represents WesBanco Securities in an assigned branch-based territory, responsible for meeting securities production goals and providing investment counseling to bank and non-bank clients. The role involves offering products such as mutual funds, annuities, and fee-based accounts while coaching licensed bankers and collaborating with business partners to identify opportunities for trust or insurance services. This position requires strong interpersonal skills to cultivate relationships with branch employees and partners, along with the ability to proactively generate business in a highly regulated banking environment.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for TotalBankMiami.
56% below the average for this role
Field Practice Support Specialist, Licensed (Remote)
Thrivent
Field Wholesaler
pacificlifeinsurance.com
Personal Investment Sales Representative
CBI Bank & Trust
FINRA Series 6 or 7 Licensed Support Representative
Velonetic
Fund Services Specialist - Trainer
Janus
Client Engagement Specialist
Victory Capital Management, Inc. – Victory Capital Management,