Wealth Advisor: Client‑Focused Investment & Planning Pro

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

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.