Wealth Advisor

Burke & Herbert Bank & Trust; Martinsburg (WV); On-site; USD 55,000 - 65,000; Full time

Job summary

Burke & Herbert Bank & Trust in Charleston, WV seeks a Wealth Advisor to serve as a client-facing member of Burke & Herbert Wealth Management Services, assisting customers with investment and financial planning needs. This licensed role (Series 7 and 66, or 63/65) may require Virginia Life Insurance licensing and involves executing investment transactions.

The position blends entrepreneurial opportunity with the stability of a premier community bank, with 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 (or 63 & 65) licenses required; Virginia Life Insurance License required.
• Computer literacy required, including Excel spreadsheet 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 coordinated with branch offices as needed.

Skills

Communication skills

Integrity

Computer literacy

Tools

Excel

Word

Job description

Wealth Advisor

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.

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.

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