Financial Advisor

Cultivate and grow financial planning relationships for Burke & Herbert Bank customers by developing partnerships with new and existing clients. Meet with prospects to understand financial goals and risk tolerance, then execute investment transactions and develop tailored financial plans. Establish and maintain relationships with retail branch team members within the assigned area while ensuring compliance with BSA/AML policies. Requires FINRA Series 7 and 66 licenses, Virginia Life Insurance License, and at least two years of financial sales experience. A college degree is required, with a professional designation preferred. This role involves periodic local travel to branch offices and operates in an office setting without telework options.