Wheeling, WV

Finance Jobs in Wheeling, WV

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Today

Financial Consultant

Truist Bank Wheeling, WV

Wheeling, WV

Today

Full time Business Development Client Relations Client Service

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Job Description

Truist Bank offers benefits designed to support your health, financial security, and time off, while you help Financial Advisors strengthen client outcomes. This onsite role in Wheeling, WV supports consultative client service, strategic planning for the Financial Advisor team, and growth through relationship-based selling.

What You’ll Do

You will provide consultative, sales, and technical support to Financial Advisors while working with current clients and actively sourcing prospective clients. You will contribute to how the Financial Advisor team establishes its strategic direction to increase revenue and help execute its client value proposition.

Participate in establishing the Financial Advisor team’s strategic direction to help increase revenue.
Consult with clients and prospective clients by analyzing goals, objectives, and risk tolerance to determine suitable investment products and services, and implement those solutions as appropriate.
Assist clients with trades, requests for information, research, and account-related issues.
Support client relationship management through ongoing counsel and advice, relationship reviews, and client service initiatives.
Help prepare for and deliver client presentations and engagements.
Support advisors in maintaining a profitable level of securities and insurance sales by executing opportunities identified through external networking and internal referrals.
Adhere to professional and ethical standards set by Truist, the Financial Industry Regulatory Authority (FINRA), and other applicable regulatory bodies.

What You Bring

Bachelor’s degree in Business, Accounting, Finance, or Banking (or equivalent education and related experience).
4 years of professional experience, including 1 year in the securities industry.
FINRA Series 7 and Series 66.
Applicable state health and life insurance licenses, with jurisdictional registrations matching those of the advisor(s) you support.
Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills, along with strong organization and self-motivation.
Basic computer proficiency, including Microsoft Office products.
Willingness to pursue additional credentials in the wealth and investment fields.
English fluency (required).

Benefits and Support

Truist provides a comprehensive benefits package for eligible employees. Benefits eligibility applies to regular teammates (not temporary or contingent workers) working 20 hours or more per week, and specific benefits may vary by division.

Medical, dental, and vision insurance
Life insurance, disability, and accidental death and dismemberment
Tax-preferred savings accounts
401(k) plan
No less than 10 days of vacation in the first year (prorated based on hire date and full-time or part-time status)
10 sick days (also prorated)
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)

Schedule: 1st shift (United States of America). Employment Type: Regular.

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3mo ago

Senior Financial Accountant

The Ziegenfelder Company Wheeling, WV

Wheeling, WV

3mo ago Closed

Full time Senior Accounting Analytical Skills

This position is no longer accepting applications (closed Jul 3, 2026).

Job Description

The Senior Financial Accountant at The Ziegenfelder Company will oversee core accounting activities, including financial reporting, budgeting, and analysis, to support monthly closes, financial statements, and internal control improvements. This onsite role in Wheeling, West Virginia collaborates with cross-functional teams to ensure accurate financial data and meaningful management insights that guide business decisions.

Overview

The position centers on financial accounting, reporting, budgeting, and analysis, with responsibilities spanning journal entries, close processes, and internal controls. The role also involves developing management reports, supporting audits, and mentoring accounting staff to uphold high standards of financial discipline.

Responsibilities

Prepares, reviews, and posts journal entries in line with GAAP
Supports the monthly close and reporting cycle, providing analytical insights and decision support
Reviews accounting records for accuracy, adequate documentation, and policy compliance
Contributes to the timely preparation and distribution of monthly, quarterly, and annual financial statements including income statements, balance sheets, cash flow statements, local management reports, cost allocation reports, and capital expenditures reporting
Develops relevant management reports that compare actuals to budget and historical trends
Actively supports the financial audit process
Supervises and trains entry and mid-level accounting staff
Prepares journal entries, reconciles and balances general ledger accounts, researches posting discrepancies, and provides accounting support for internal customers
Evaluates manual and automated accounting processes and systems for workflow efficiency
Leads process reviews and improvement initiatives and develops or enhances internal controls around key risks
Leads routine assessments of cost allocations to ensure accuracy and relevance
Drives alignment and consistency within Sales, Operations, Engineering, Marketing and P&C, understanding needs and delivering tools and processes they can use
Performs other duties as assigned

Requirements

Bachelor’s degree in Accounting, Finance or related field
Five to seven years of progressive accounting experience
Advanced knowledge of finance, accounting, budgeting, cost accounting, and GAAP
Ability to work in a rigorous environment with shifting priorities and to manage multiple projects to meet deadlines
Strong cross-functional partnership, with relationship building, influencing, negotiating, and communication skills across all management levels
Proficiency with Microsoft Office (Excel, Word, Access, PowerPoint) and experience with budgeting, financial reporting, and general ledger software
High attention to detail and excellent analytical abilities
Maintain strict confidentiality and uphold professional ethics and integrity
Ability to work under pressure and meet deadlines
Sound independent judgment and strong interpersonal, verbal, and written communication skills

Technologies

Excel
Word
Access
PowerPoint
Microsoft Office
Microsoft Business Central
PowerBI
Excel Forecasting Models

Location

Wheeling, West Virginia (onsite)

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Finance Jobs in Wheeling, WV

Financial Consultant

Senior Financial Accountant

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