Licensed Financial Advisor — Commission Eligible

Burke & Herbert Bank; Alabama; 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

Job summary

Burke & Herbert Bank is seeking a Financial Advisor to assist clients with investments and comprehensive financial planning. The role requires FINRA licenses and a Virginia Life Insurance license, with a focus on building client relationships and meeting financial goals.

The position is salaried and may include commissions; prior sales experience and strong ethics are essential. Office-based role with local travel within the assigned area.

Qualifications

• College degree required; professional designation or advanced degree preferred.
• FINRA Series 7 and 66 licenses required; Virginia Life Insurance License preferred or required where applicable.
• Strong ethics and fiduciary responsibility to clients.

Responsibilities

• Cultivate and grow financial planning relationships with Burke & Herbert Bank customers.

Skills

Customer relations

Communication skills

Integrity and ethics

Education

College degree

Professional designation or advanced degree preferred

Tools

FINRA Series 7 & 66 licenses

Virginia Life Insurance License

Excel

Job description

Burke & Herbert Bank is seeking a Financial Advisor to assist clients with investments and comprehensive financial planning. The role requires FINRA licenses and a Virginia Life Insurance license, with a focus on building client relationships and meeting financial goals.

The position is salaried and may include commissions; prior sales experience and strong ethics are essential. Office-based role with local travel within the assigned area.