Wealth Advisor: Client Growth & Planning

Burke & Herbert Bank & Trust; Fredericksburg (VA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid Time Off

Paid holidays

Paid bereavement

Paid parental leave

Company paid life insurance

Long-term disability coverage

401(k) with company match

Job summary

Burke & Herbert Bank & Trust seeks a Financial Advisor to partner with clients in Fredericksburg, VA, delivering tailored investment and financial planning guidance within Burke & Herbert Wealth Management. You will cultivate relationships, assess goals and risk tolerance, and execute prudent investment decisions in compliance with regulations, while collaborating with branch teams across the local area.

Requires FINRA licenses and a college degree; offers salary plus commission and

Qualifications

• College degree required; professional designation or advanced degree preferred.
• At least 2 years of financial sales experience required.
• FINRA Series 7 and 66 (or 63 & 65) licenses required; Virginia Life Insurance License required.
• Computer literacy including Excel spreadsheet and word processing applications.

Responsibilities

• Cultivate and grow financial planning relationships for Burke & Herbert Bank customers.
• Develop relationships with new clients to help add to the Bank’s growth.
• Meet with current and potential clients to understand their financial goals and risk tolerance in order to develop a comprehensive and tailored financial plan.
• Promptly and accurately execute investment decisions, ensuring compliance with relevant regulations.
• Establish and maintain partnerships with retail branch team members at branches within assigned area.

Skills

Time management

Written & verbal communication

Integrity & ethics

Education

College degree

Professional designation or advanced degree

Tools

Excel

Word processing

Job description

Burke & Herbert Bank & Trust seeks a Financial Advisor to partner with clients in Fredericksburg, VA, delivering tailored investment and financial planning guidance within Burke & Herbert Wealth Management. You will cultivate relationships, assess goals and risk tolerance, and execute prudent investment decisions in compliance with regulations, while collaborating with branch teams across the local area.

Requires FINRA licenses and a college degree; offers salary plus commission and