Wealth Advisor

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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Charleston, WV, US

Job Description

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.

T his position combines entrepreneurial opportunity with the structure, security and resources of a premier community bank. The position requires the ability to manage time efficiently and may call for local travel coordinated with your assigned branch offices. The primary goal of a Wealth Advisor is to cultivate and grow financial planning relationships for Burke & Herbert Bank customers. In addition to the opportunity to help expand relationships with existing customers, a Wealth Advisor is expected to develop relationships to help add to the Bank’s growth.

Skills/Abilities

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

Education and Experience

• 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.
• Computer literacy required, including Excel spreadsheet and word processing applications.

Supervisory Responsibility

This position has no supervisory responsibilities.

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.

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