Financial Advisor

Burke & Herbert Bank & Trust; Alexandria (VA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

PTO (Paid Time Off)

Paid holidays

Paid bereavement

Paid parental leave

Life insurance (company paid)

Long-term disability

Job summary

Burke & Herbert Bank & Trust is seeking a Financial Advisor to assist clients with investment and financial planning within Burke & Herbert Wealth Management. This licensed role requires FINRA Series 7 and 66 (or 63 & 65) and VA life insurance licenses, with a focus on client-facing advisory services and adherence to regulations.

The position involves cultivating client relationships, expanding the bank’s client base, and delivering tailored financial plans.

Qualifications

• College degree required; professional designation or advanced degree preferred.
• FINRA Series 7 and 66 (or 63 & 65) licenses required; Virginia Life Insurance License required.
• Proficiency with Excel and basic word processing applications.

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

Time management

Communication

Integrity

Education

College degree

FINRA Series 7 & 66 licenses or 63 & 65

Virginia Life Insurance License

Tools

Excel

Word Processing

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.

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

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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.

Other Duties

• Complies with all policies and procedures as applied to the Bank's BSA/AML policy


• Perform other duties as assigned

Skills/Abilities

• Ability to manage time effectively.


• Strong written and verbal communication skills


• High level of commitment to integrity and ethics

Supervisory Responsibility

This position does not have supervisory responsibilities.

This job operates in an office setting, the opportunity to telework is not available. 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 open cabinets. This position requires bending, stooping or standing as necessary.

Travel

Requires the ability to do periodic local travel to branch offices in assigned area.

Education and Experience

• College degree required; professional designation 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.

This position is classified as exempt, and as such it is paid on a salaried basis. The pay range for this position is $50,000 to $60,000 annually. This position is eligible for commission. This position is classified as full-time and the benefits package includes health insurance, dental insurance, vision insurance. Employees may select from coverage options which range from employee only to family coverage. Full-time employees receive Paid Time Off (PTO), a paid holiday schedule, paid bereavement, and paid parental leave. Benefits also include company paid life insurance and paid long-term disability coverage. Our bank also offers a 401(k) with a company match.

Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status

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.