Wealth Planner & Investment Advisor

Burke & Herbert Bank & Trust

Culpeper (VA)

On-site

USD 50,000 - 60,000

Full time

24 hours ago

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Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

Paid holidays

Paid bereavement

Paid parental leave

Company 401(k) with match

Company-paid life insurance

Long-term disability

Job summary

Burke & Herbert Bank & Trust Wealth Management is seeking a licensed Financial Advisor in Culpeper, VA. You will assist clients with investment and financial planning needs as a client-facing representative, executing transactions with FINRA-regulated oversight.

The role requires a college degree, FINRA licenses (7/66 or 63/65) and a VA Life Insurance license, plus Excel proficiency. It is salaried, with potential for commissions, and offers a comprehensive benefits package.

Qualifications

College degree required; advanced degree preferred.
FINRA Series 7 and 66 licenses required (or 63/65).
Virginia Life Insurance license required.
Professional designation is a plus.

Responsibilities

Cultivate and grow financial planning relationships for bank customers.
Develop relationships with new clients to drive growth.
Meet with clients to understand goals and risk tolerance for tailored financial plans.
Promptly execute investment decisions in compliance with regulations.
Partner with retail branch teams within the assigned area.