Wealth Advisor

About the role

Burke & Herbert Bank, established in 1852, is the oldest continuously operating bank in the Washington, D.C. region and has a longstanding tradition of serving individuals, families, and businesses. As a local community bank with more than 100 branches across Delaware, Kentucky, Maryland, Pennsylvania, Virginia, and West Virginia, the Bank offers a full range of business and personal financial solutions. The organization prides itself on being large enough to provide comprehensive services while remaining personal, friendly, and caring as a workplace and financial partner. Burke & Herbert Bank is focused on anticipating customer needs and delivering an enhanced banking experience. The Bank is a Member FDIC and an Equal Housing Lender.

Work environment: This job operates in a clerical office setting. 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 demands: This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.

Responsibilities

The Wealth Advisor is a client-facing representative of Burke & Herbert Wealth Management Services who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66 and VA L&H), which requires the ability to execute investment transactions.

Travel will be required for this position.

Requirements

• College degree required; advanced degree preferred.
• Requires at least three years of financial sales experience servicing an existing book of business.
• FINRA Series 7 and 66 (or 63 & 65) licenses required; Virginia Life Insurance License required.
• Professional designation (e.g., CFP, CFA) required.
• Computer literacy required, including Excel spreadsheet and word processing applications.
• This position has no supervisory responsibilities.

Skills

• Strong written and verbal communication skills.
• High level of commitment to integrity and ethics.

Pay

For applicants located in Virginia (VA): The anticipated salary range for this position is $55,000–$65,000 plus commissions annually. This range represents the good‑faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs. All other locations: The salary will be based on experience, qualifications, and geographic location.