• 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.

• Complies with all policies and procedures as applied to the Bank's BSA/AML policy
• Perform other duties as assigned

• Ability to manage time effectively.
• Strong written and verbal communication skills
• High level of commitment to integrity and ethics

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

This 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.

Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status