Financial Advisor

Burke & Herbert Bank & Trust • Camp Hill, PA

8d • Onsite

About The Position

The Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66, or equivalent, and VA L&H), which requires the ability to execute investment transactions.

Requirements

• Ability to manage time effectively.
• Strong written and verbal communication skills
• High level of commitment to integrity and ethics
• College degree required
• At least 2 years of financial sales experience required.
• FINRA Series 7 and 66 (or 63 & 65) licenses required; Virginia Life Insurance License required.
• Computer literacy required, including Excel spreadsheet and word processing applications.

Nice To Haves

• professional designation or advanced degree preferred.

Responsibilities

• Cultivate and grow financial planning relationships for Burke & Herbert Bank customers.
• Develop relationships with new clients to help add to the Bank’s growth.
• Meet with current and potential clients to understand their financial goals and risk tolerance in order to develop a comprehensive and tailored financial plan.
• Promptly and accurately execute investment decisions, ensuring compliance with relevant regulations.
• Establish and maintain partnerships with retail branch team members at branches within assigned area.
• Complies with all policies and procedures as applied to the Bank's BSA/AML policy
• Perform other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level