Financial Advisor
$50,000–$60,000 year
On-siteFredericksburg, Virginia, United States
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, then developing comprehensive, tailored financial plans. Execute investment decisions promptly and accurately while establishing partnerships with retail branch team members within your assigned area. Comply with all policies, including BSA/AML regulations, and manage time effectively to support the Bank's growth. Requires FINRA Series 7 and 66 licenses, two years of financial sales experience, and a college degree. Full-time, exempt, salaried role with a range of $50,000 to $60,000 plus commission, including health, dental, vision, PTO, and 401(k) benefits.
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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