Licensed Financial Advisor – Client Wealth Planning

Burke & Herbert Bank & Trust; Camp Hill (Cumberland County); On-site; USD 65,000 - 95,000; Full time

Job summary

Burke & Herbert Bank & Trust is seeking a Financial Advisor to serve as a client-facing representative for wealth management services. This licensed role requires FINRA Series 7 and 66 (or 63 & 65) and a Virginia Life Insurance License to execute investment transactions.

The position involves cultivating relationships, meeting with clients to develop tailored financial plans, and coordinating with branch teams for service delivery. Local travel to assigned branches is expected.

Qualifications

• College degree required; professional designation or advanced degree preferred.
• At least 2 years of financial sales experience required.
• FINRA Series 7 and 66 licenses required; Virginia Life Insurance License required.
• Computer literacy including Excel and 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

Written communication

Ethics

Education

College degree

Tools

Excel

Word processing

Job description

Burke & Herbert Bank & Trust is seeking a Financial Advisor to serve as a client-facing representative for wealth management services. This licensed role requires FINRA Series 7 and 66 (or 63 & 65) and a Virginia Life Insurance License to execute investment transactions.

The position involves cultivating relationships, meeting with clients to develop tailored financial plans, and coordinating with branch teams for service delivery. Local travel to assigned branches is expected.