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Licensed Wealth Advisor - Client Relationships
Job in
Beckley, Raleigh County, West Virginia, 25802, USA
Listed on 2026-07-26
Listing for:
Burke & Herbert Bank & Trust
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Burke & Herbert Bank & Trust is seeking a Wealth Advisor in Beckley, WV. The role supports investment and financial planning needs for clients and requires FINRA licenses (Series 7 and 66) and a Virginia Life Insurance License. The position blends entrepreneurial opportunity with the resources of a premier community bank.
The Wealth Advisor will cultivate financial planning relationships, manage time efficiently, and may coordinate local travel with branch offices to grow the bank's client base.
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