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.
Essential Functions
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 Financial 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 Financial Advisor is expected to develop relationships to help add to the Bank's growth.
Other Duties
- Complies with all policies and procedures as applied to the Bank's BSA / AML policy
- Perform other duties as assigned
Skills / Abilities
- Strong written and verbal communication skills
- High level of commitment to integrity and ethics
Supervisory Responsibility
This position has no supervisory responsibilities
Work Environment
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.
Travel
Travel is required for this position.
Education and Experience
- College degree required
- Professional designation (e.g., CFP, CFA) or advanced degree preferred.
- 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.
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