Wealth Advisor - Grow Relationships & Financial Planning

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

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