Financial Services Representative
3 weeks ago
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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