Wealth Advisor

Burke & Herbert Bank; Charleston (AR); On-site; USD 55,000 - 65,000; Full time

Job summary

Burke & Herbert Bank seeks a Wealth Advisor to serve clients with investment and financial planning needs in a licensed capacity. The role involves client interaction both in person and over the phone, executing transactions, and maintaining compliance in a professional setting.

The candidate should hold a college degree (advanced degree preferred) and possess FINRA licenses (Series 7/66 or 63/65) plus Virginia Life Insurance credentials, with CFP/CFA designation preferred.

Qualifications

• College degree required; advanced degree preferred.
• FINRA Series 7 and 66 licenses required; Virginia Life Insurance License required.
• Professional designation (e.g., CFP, CFA) required.
• Proficiency with Excel and word processing applications.

Responsibilities

• Assist clients with investment and financial planning needs.
• Execute investment transactions as licensed.
• Interact with clients face-to-face and via phone/email.
• Maintain compliance with regulatory requirements.

Skills

Communication

Integrity & ethics

Education

Bachelor's degree or higher

Advanced degree preferred

FINRA Series 7 & 66 / 63 & 65 licenses

Virginia Life Insurance License

CFP / CFA designation

Tools

Excel

Word processing (MS Word)

Job description

Job Posting TitleWealth Advisor

The Wealth Advisor is a client-facing representative of Burke & Herbert Wealth Management Services who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66 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.

Skills/Abilities

• Strong written and verbal communication skills.
• High level of commitment to integrity and ethics.

Education and Experience

• College degree required; advanced degree preferred.
• Requires at least three years of financial sales experience servicing an existing book of business.
• FINRA Series 7 and 66 (or 63 & 65) licenses required; Virginia Life Insurance License required.
• Professional designation (e.g., CFP, CFA) required.
• Computer literacy required, including Excel spreadsheet and word processing applications.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a clerical office setting. 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 opening cabinets. This position requires bending, stooping or standing as necessary.

For applicants located in Virginia (VA) or Maryland (MD):

The anticipated salary range for this position is $55,000–$65,000 plus commissions annually. This range represents the good‑faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs.

All other locations:

The salary will be based on experience, qualifications, and geographic location.

Travel

Travel will be required for this position.

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.

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