Wealth Advisor
About The Position
The Wealth Advisor is a client-facing representative of Burke & Herbert Wealth Management Services who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66 and VA L&H), which requires the ability to execute investment transactions. This position combines entrepreneurial opportunity with the structure, security and resources of a premier community bank. The position requires the ability to manage time efficiently and may call for local travel coordinated with your assigned branch offices. The primary goal of a Wealth Advisor is to cultivate and grow financial planning relationships for Burke & Herbert Bank customers. In addition to the opportunity to help expand relationships with existing customers, a Wealth Advisor is expected to develop relationships to help add to the Bank’s growth.
Requirements
- Strong written and verbal communication skills.
- High level of commitment to integrity and ethics.
- College degree required; advanced degree preferred.
- Requires at least three years of financial sales experience servicing an existing book of business.
- FINRA Series 7 and 66 (or 63 & 65) licenses required; Virginia Life Insurance License required.
- Professional designation (e.g., CFP, CFA) required.
- Computer literacy required, including Excel spreadsheet and word processing applications.
Responsibilities
- assist customers with investment and financial planning needs
- execute investment transactions
- manage time efficiently
- cultivate and grow financial planning relationships for Burke & Herbert Bank customers
- expand relationships with existing customers
- develop relationships to help add to the Bank’s growth
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
251-500 employees
