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.
This position combines entrepreneurial opportunity with the structure, security and resources of a premier community bank. The position requires the ability to manage time efficiently and may call for local travel coordinated with your assigned branch offices. The primary goal of a Wealth Advisor is to cultivate and grow financial planning relationships for Burke & Herbert Bank customers. In addition to the opportunity to help expand relationships with existing customers, a Wealth Advisor is expected to develop relationships to help add to the Bank's growth.
This position has no supervisory responsibilities.
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.
This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.
For applicants located in Virginia (VA): The anticipated salary range for this position is $40,000$55,000 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.
This position will also be eligible for additional compensation, such as bonuses or incentive pay, where applicable.
Travel will be required for this position.
Please 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. Duties, responsibilities and activities may change at any time with or without notice.
Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
Wealth Advisor • Fredericksburg, VA, United States
Get a maximum of $400 in bonuses in Richmond.Earn $100 for every 10 rides in 7 days (limit 4).Lyft is a flexible earning opportunity and a platform that connects drivers with individuals that need ... Mostrar más
Lifecycle Acquisition Management Support Services.These positions are contingent upon task order award.If you have skills in any of these areas, please apply to discuss various roles and the opport... Mostrar más
Bear Builder associates are fun, easy-going, team-oriented individuals who engage with guests, to create a unique and memorable experience.Provide exceptional guest service by assisting guests in c... Mostrar más
Patient Centered Services, LLC is seeking a dependable and compassionate Caregiver to provide personal care and support to a client in Stafford, Virginia.Position Type: Caregiver / Personal Care.As... Mostrar más
For more than three decades, the Home Instead network has been the world's leading provider of in-home care for older adults.Each Home Instead franchise offers an individualized approach to help ke... Mostrar más
Senior Field Property AdjusterOur Property Claims department is seeking a Senior Field Property Adjuster for the Fredericksburg, Virginia territory.This is a remote Full-time/Exempt role with field... Mostrar más
Join our team as a Coordinator of Advocacy & Vocations! This full-time, in-person position offers you the opportunity to develop, facilitate, and implement a work-ordered day program for indivi... Mostrar más
Help provide comfort, care and connection through every meal served to our residents!.Flexible Pay Options Choose On-Demand Pay and get paid as soon as tomorrow for work done today or opt for our ... Mostrar más
Customer Service AdvisorThe Customer Service Advisor (CSA) at Spotless Brands is the first point of contact for guests and plays a critical role in delivering a best-in-class customer experience.Th... Mostrar más
As a Career Development Specialist, you'll provide individualized career development and workforce navigation services that empower job seekers to identify career pathways, develop employment goals... Mostrar más
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más
We are seeking a highly motivated and dedicated SkillBridge Intern with a background in STEM (Science, Technology, Engineering, and Mathematics) to join our team.This internship program, designed f... Mostrar más
Executive Transition Readiness Program AdvisorThis position is in the Career Services Section, Personal and Professional Readiness Branch (MFR); Marine and Family Programs Division (MF).The purpose... Mostrar más
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Mostrar más
Outreach And Social Media Engagement Specialist.Struction Solutions is a Service-Disabled Veteran-Owned Small Business leading a team supporting the U.Marine Corps Sergeant Merlin German Wounded Wa... Mostrar más
Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, ... Mostrar más
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Mostrar más
Federal Business Development Manager.Mission: Drive strategic growth by identifying, qualifying, and capturing federal contracting opportunities that expand the company's portfolio across U.Lead bu... Mostrar más
Responsibilities The primary responsibility of this position is to read meters and record consumption of the water used, cleaning of meter boxes, and removal of vegetation impeding access to meters... Mostrar más
Resume & Cover Letter Required.Travel Required, CDL-A, ISA Certification, and applicable state herbicide applicator license required within 30 days of employment.Uphold the values of WTS, which inc... Mostrar más
