Financial Advisor
On-siteCamp Hill, Pennsylvania, United States
EXPIREDCamp Hill, Pennsylvania, United StatesOn-siteFull TimeMedium
Full TimeMedium
Job Summary
Cultivate and grow financial planning relationships for Burke & Herbert Bank customers by meeting with current and potential clients to understand their financial goals and risk tolerance. Develop partnerships with retail branch team members within the assigned area and execute investment decisions promptly while ensuring compliance with BSA/AML policies. Requires FINRA Series 7 and 66 licenses, a college degree, and at least two years of financial sales experience. This licensed position involves periodic local travel to branch offices and operates in an office setting without telework options.
Required Qualifications
- Licensed position (FINRA Series 7 and 66, or equivalent, and VA L&H)
- Ability to execute investment transactions
- College degree
- At least 2 years of financial sales experience
- FINRA Series 7 and 66 (or 63 & 65) licenses
- Virginia Life Insurance License
- Computer literacy, including Excel spreadsheet and word processing applications
- Ability to do periodic local travel to branch offices in assigned area
- Ability to lift files and open cabinets
- Ability to bend, stooping or standing as necessary
Desired Qualifications
- Professional designation or advanced degree
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