Client-Focused Financial Advisor & Planner
Burke & Herbert Bank & Trust
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Job summary
Burke & Herbert Bank & Trust seeks a Financial Advisor to be a client-facing representative of Burke & Herbert Wealth Management, assisting customers with investment and financial planning needs in Martinsburg, WV. This is a licensed role requiring FINRA Series 7 and 66 (or 63 and 65) licenses and a Virginia Life Insurance License.
You will cultivate and grow planning relationships, develop new client connections, meet with clients to tailor comprehensive plans, and execute investment decisions
Qualifications
- College degree required; professional designation or advanced degree preferred.
- At least 2 years of financial sales experience.
- FINRA Series 7 and 66 licenses required; Virginia Life Insurance License required.
- Proficient with Excel and word processing.
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.
Skills
Education
Tools
Job description
Burke & Herbert Bank & Trust seeks a Financial Advisor to be a client-facing representative of Burke & Herbert Wealth Management, assisting customers with investment and financial planning needs in Martinsburg, WV. This is a licensed role requiring FINRA Series 7 and 66 (or 63 and 65) licenses and a Virginia Life Insurance License.
You will cultivate and grow planning relationships, develop new client connections, meet with clients to tailor comprehensive plans, and execute investment decisions
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