Wealth Advisor: Growth, Commission & Strong Benefits

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off (PTO)

Paid holiday schedule

Paid bereavement

Paid parental leave

Company paid life insurance

Long-term disability

Job summary

Burke & Herbert Wealth Management seeks a Financial Advisor to cultivate and grow client relationships, delivering tailored financial plans and investment guidance. You will meet with clients to assess goals, risk tolerance, and develop comprehensive strategies, while ensuring regulatory compliance.

The role requires FINRA Series 7/66 (or 63/65) licenses and Virginia Life Insurance License, with a college degree and strong communication skills.

Qualifications

• College degree required; professional designation or advanced degree preferred.
• FINRA Series 7 and 66 licenses required (or 63 & 65) and Virginia Life Insurance License required.
• Computer literacy including Excel 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 and verbal communication

Integrity and ethics

Education

College degree

FINRA Series 7 & 66 licenses

Virginia Life Insurance License

Professional designation or advanced degree preferred

Tools

Excel

Word processing

Job description

Burke & Herbert Wealth Management seeks a Financial Advisor to cultivate and grow client relationships, delivering tailored financial plans and investment guidance. You will meet with clients to assess goals, risk tolerance, and develop comprehensive strategies, while ensuring regulatory compliance.

The role requires FINRA Series 7/66 (or 63/65) licenses and Virginia Life Insurance License, with a college degree and strong communication skills.