Financial Advisor

Financial AdvisorThe 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 which requires the ability to execute investment transactions.Essential FunctionsReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.ResponsibilitiesCultivate 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 DutiesComplies with all policies and procedures as applied to the Bank's BSA/AML policyPerform other duties as assignedSkills/AbilitiesAbility to manage time effectively.Strong written and verbal communication skillsHigh level of commitment to integrity and ethicsSupervisory ResponsibilityThis position does not have supervisory responsibilities.Work EnvironmentThis 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 DemandsThis position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.TravelRequires the ability to do periodic local travel to branch offices in assigned area.Education and ExperienceCollege 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 statusPlease 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.