Financial Planning Professional

7 days ago


Alexandria, Virginia, United States Burke & Herbert Bank & Trust Full time
Job Description:

The Wealth Advisor is a client-facing representative of Burke & Herbert Bank & Trust who will assist customers with investment and financial planning needs. This position combines entrepreneurial opportunity with the structure, security, and resources of a premier community bank.

Main Responsibilities:

  • Assist customers with investment and financial planning needs
  • Cultivate and grow financial planning relationships for Burke & Herbert Bank customers
  • Develop relationships to help add to the Bank's growth

Requirements:

  • College degree required; advanced degree preferred
  • 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
  • Professional designation (e.g., CFP, CFA) required
  • Computer literacy required, including Excel spreadsheet and word processing applications

Work Environment:

This job operates in a clerical office setting. Office environment with job duties conducted via telephone, face-to-face meetings, and on the computer.

Physical Demands:

This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping, or standing as necessary.

Travel:

Travel will be required for this position.

Estimated Salary: $80,000 - $120,000 per year. Please note that this is a competitive salary range based on industry standards and location.



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