203 Trust

Burke & Herbert Bank; Charles Town (WV); On-site; USD 70,000 - 100,000; Full time

Job summary

Burke & Herbert Bank is seeking a Wealth Advisor to serve as a client-facing representative for Wealth Management Services. This licensed position requires FINRA Series 7 and 66 (or 63 & 65) and a Virginia Life Insurance License, with the ability to execute investment transactions and manage client relationships.

The role blends entrepreneurial opportunity with the resources of a premier community bank. Travel to branch offices and strong ethics are essential as you expand banking relationships.

Qualifications

• 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.
• Proficient with Excel and Word.

Responsibilities

• Cultivate and grow financial planning relationships for Burke & Herbert Bank customers.
• Develop relationships to help expand the Bank’s growth and service existing clients.
• Travel as needed to support branch offices.

Skills

Financial sales experience

Communication skills

Tools

Excel

Word

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

203 Trust Charles Town, WV, US

Job Posting Title Wealth Advisor

Job Description

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.

T his 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

• 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.
• Computer literacy required, including Excel spreadsheet and word processing applications.

Supervisory Responsibility

This position has no supervisory responsibilities.

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