Job description
We are looking for a Wealth Advisor to help our new Fredericksburg Market grow. Be a part of a new winning team with great compensation, benefits and a community bank feel.
Summary/Objective
The Wealth Advisor is a client-facing representative of Burke & Herbert Wealth Management Services who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66 and VA L&H), which requires the ability to execute investment transactions.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position combines entrepreneurial opportunity with the structure, security and resources of a premier community bank. The position requires the ability to manage time efficiently and may call for local travel coordinated with your assigned branch offices. The primary goal of a Wealth Advisor is to cultivate and grow financial planning relationships for Burke & Herbert Bank customers. In addition to the opportunity to help expand relationships with existing customers, a Wealth Advisor is expected to develop relationships to help add to the Bank’s growth.
Skills/Abilities
- Strong written and verbal communication skills.
- High level of commitment to integrity and ethics.
Education and Experience
- 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 required, including Excel spreadsheet and word processing applications.
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