Licensed Wealth Advisor – Client Growth & Planning

Burke & Herbert Bank & Trust; Charleston (WV); On-site; USD 85,000 - 110,000; Full time

Job summary

The Wealth Advisor is a client-facing professional within Burke & Herbert Wealth Management Services who supports customers with investment and financial planning needs. This licensed role requires FINRA Series 7 and 66 and Virginia Life Insurance approvals, with the ability to execute investment transactions.

The position combines entrepreneurial opportunity with the resources of a premier community bank, focusing on growing relationships and local travel coordinated with branches.

Qualifications

• Requires at least three years of financial sales experience servicing an existing book of business.
• FINRA Series 7 and 66 licenses (or 63 & 65); 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 to help add to the Bank’s growth.
• Travel locally will be required coordinated with branches.

Skills

Strong written and verbal comms

Integrity and ethics

Education

FINRA Series 7 & 66 licenses

Virginia Life Insurance License

Tools

Excel

Word processing

Job description

The Wealth Advisor is a client-facing professional within Burke & Herbert Wealth Management Services who supports customers with investment and financial planning needs. This licensed role requires FINRA Series 7 and 66 and Virginia Life Insurance approvals, with the ability to execute investment transactions.

The position combines entrepreneurial opportunity with the resources of a premier community bank, focusing on growing relationships and local travel coordinated with branches.