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.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the 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 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.
Skills/Abilities
- Strong written and verbal communication skills.
- High level of commitment to integrity and ethics.
Education and Experience
- 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.
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. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
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 will be required for this position.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
Skills Required
- College degree
- At least three years of financial sales experience servicing an existing book of business
- FINRA Series 7 and 66 licenses, or Series 63 and 65
- Virginia Life and Health Insurance License
- Professional designation such as CFP or CFA
- Computer literacy, including spreadsheet and word-processing applications
- Advanced degree
What We Do
Burke & Herbert Bank is a Virginia-based community bank serving businesses, families, and communities. It offers personal and business financial solutions for customers’ banking, borrowing, and investment needs through branches across several states. The bank emphasizes expert guidance, strong local leadership, relationship-based service, and helping customers succeed in business and in life, with a stated purpose of building prosperity for customers and community.
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