Wealth Advisor — Grow Client Relationships & Planning

Burke & Herbert Bank; Charles Town (WV); On-site; USD 70,000 - 100,000; Full time

Job summary

Burke & Herbert Bank is seeking a Wealth Advisor to serve as a client-facing representative for Wealth Management Services. This licensed position requires FINRA Series 7 and 66 (or 63 & 65) and a Virginia Life Insurance License, with the ability to execute investment transactions and manage client relationships.

The role blends entrepreneurial opportunity with the resources of a premier community bank. Travel to branch offices and strong ethics are essential as you expand banking relationships.

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.
• Proficient with Excel and Word.

Responsibilities

• Cultivate and grow financial planning relationships for Burke & Herbert Bank customers.
• Develop relationships to help expand the Bank’s growth and service existing clients.
• Travel as needed to support branch offices.

Skills

Financial sales experience

Communication skills

Tools

Excel

Word

Job description

Burke & Herbert Bank is seeking a Wealth Advisor to serve as a client-facing representative for Wealth Management Services. This licensed position requires FINRA Series 7 and 66 (or 63 & 65) and a Virginia Life Insurance License, with the ability to execute investment transactions and manage client relationships.

The role blends entrepreneurial opportunity with the resources of a premier community bank. Travel to branch offices and strong ethics are essential as you expand banking relationships.