Licensed Financial Advisor & Investment Planner
Burke & Herbert Bank
Burke & Herbert Bank & Trust is seeking a Financial Advisor to assist clients with investment and financial planning within Burke & Herbert Wealth Management. This licensed role requires FINRA Series 7 and 66 (or 63 & 65) and VA life insurance licenses, with a focus on client-facing advisory services and adherence to regulations.
The position involves cultivating client relationships, expanding the bank’s client base, and delivering tailored financial plans.
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...or an alternative application process. The Financial Advisor is a client-facing representative of Burke & Herbert... ...Management who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66, or equivalent,...SuggestedFull timeWork at officeLocal areaRemote work- ...Job Description Financial Advisor - A leader who has a passion to serve those in our nation'... ...plan including aspects of: Savings Investments Insurance What We Offer A... ...and support to guide you through the licensing process Opportunities for professional...Local area
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...to probe, listen, clarify, and present information, to advance sales transactions. It is important that they are knowledgeable in financial services outside sales, business-to-business sales, and Business Banking.Analytical skills: They must possess the ability to assimilate...Full timeWork at officeLocal area- ...and help shape how a high-growth, PE-backed SaaS company plans, invests, and grows. You'll partner with Technology, Marketing, and... ...AI tools like Claude and Copilot to speed up analysis, sharpen financial narratives, and automate recurring work. What You Bring...Remote workHome officeFlexible hours
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...Financial Advisor OpportunityBecoming a financial advisor at Northwestern... ...client-building and obtaining licenses. Our award-winning training... ...Protection · Education Funding · Investment & Advisory Services · Trust... ...and moreCertified Financial Planner® licensing support2Fully...Full timeContract workFor contractorsWork at office- ...About the Opportunity Our client, a leading national Registered Investment Advisor (RIA), is seeking an experienced Financial Advisor to join its growing wealth management team in Bethesda, Maryland, or the surrounding Washington, D.C. metropolitan area . This...
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