Licensed Financial Advisor & Investment Planner

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

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.