Financial Advisor

Job Description

Job Description

The Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66, or equivalent, 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.

• Cultivate and grow financial planning relationships for Burke & Herbert Bank customers.
• Develop relationships with new clients to help add to the Bank’s growth.
• Meet with current and potential clients to understand their financial goals and risk tolerance in order to develop a comprehensive and tailored financial plan.
• Promptly and accurately execute investment decisions, ensuring compliance with relevant regulations.
• Establish and maintain partnerships with retail branch team members at branches within assigned area.

 

Other Duties

• Complies with all policies and procedures as applied to the Bank's BSA/AML policy
• Perform other duties as assigned

 

Skills/Abilities

• Ability to manage time effectively.
• Strong written and verbal communication skills
• High level of commitment to integrity and ethics

 

Supervisory Responsibility

This position does not have supervisory responsibilities.

 

Work Environment

This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 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

Requires the ability to do periodic local travel to branch offices in assigned area.

 

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. 

Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.