Financial Services Representative

3 weeks ago


Alexandria, Virginia, United States Burke & Herbert Bank Full time

Job Summary

The Burke & Herbert Bank is seeking a skilled Wealth Advisor to join our team. As a client-facing representative, you will be responsible for assisting customers with investment and financial planning needs.

Key Responsibilities

  • Execute investment transactions and provide financial planning services to customers.
  • Develop and maintain relationships with existing customers to cultivate and grow financial planning relationships.
  • Identify new business opportunities and develop strategies to 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. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Travel

Travel will be required for this position.



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