Financial Advisor
$50,000–$60,000 year
On-siteSalisbury, Maryland, United States
Job Summary
Cultivate and grow financial planning relationships with Burke & Herbert Bank customers by developing partnerships with retail branch team members. Meet with current and potential clients to understand their financial goals and risk tolerance, then execute investment transactions while ensuring compliance with BSA/AML policies. Establish tailored financial plans for clients and perform periodic local travel to assigned branch offices. Requires FINRA Series 7 and 66 licenses, Virginia Life Insurance License, and at least two years of financial sales experience. Full-time, exempt, salaried role with a range of $50,000 to $60,000 annually plus commission eligibility.
Required Qualifications
- Licensed position (FINRA Series 7 and 66, or equivalent, and VA L&H)
- Ability to execute investment transactions
- Ability to manage time effectively
- Strong written and verbal communication skills
- High level of commitment to integrity and ethics
- 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, stoop or stand as necessary
Desired Qualifications
- Professional designation
- Advanced degree
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