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 at branches within assigned area.

Other Duties

Complies with all policies and procedures as applied to the Bank's BSA/AML policy
Perform other duties as assigned\nSkills/Abilities\n
Ability to manage time effectively.\n
Strong written and verbal communication skills\n
High level of commitment to integrity and ethics\nSupervisory Responsibility\nThis position does not have supervisory responsibilities.

\nWork Environment\nThis job operates in an office setting, the opportunity to telework is not available. 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.\nPhysical Demands\nThis position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.\nTravel\nRequires the ability to do periodic local travel to branch offices in assigned area.\nEducation and Experience\n

College degree required; professional designation or advanced degree preferred.\n
At least 2 years of financial sales experience required.\n
FINRA Series 7 and 66 (or 63 & 65) licenses required; Virginia Life Insurance License required.\n
Computer literacy required, including Excel spreadsheet and word processing applications.

\nThis position is classified as exempt, and as such it is paid on a salaried basis. The pay range for this position is $50,000 to $60,000 annually. This position is eligible for commission. This position is classified as full-time and the benefits package includes health insurance, dental insurance, vision insurance. Employees may select from coverage options which range from employee only to family coverage. Full-time employees receive Paid Time Off (PTO), a paid holiday schedule, paid bereavement, and paid parental leave. Benefits also include company paid life insurance and paid long-term disability coverage. Our bank also offers a 401(k) with a company match.\nEqual Opportunity/Affirmative Action Employer M/F/disability/protected veteran status\nPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. 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