The Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66, or equivalent, and VA L&H), which requires the ability to execute investment transactions.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Cultivate and grow financial planning relationships for Burke & Herbert Bank customers.Develop relationships with new clients to help add to the Bank’s growth.Meet with current and potential clients to understand their financial goals and risk tolerance in order to develop a comprehensive and tailored financial plan.Promptly and accurately execute investment decisions, ensuring compliance with relevant regulations.Establish and maintain partnerships with retail branch team members a...