Licensed Wealth Advisor – Client & Planning
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
The Wealth Advisor is a client-facing professional within Burke & Herbert Wealth Management Services who supports customers with investment and financial planning needs. This licensed role requires FINRA Series 7 and 66 and Virginia Life Insurance approvals, with the ability to execute investment transactions.
The position combines entrepreneurial opportunity with the resources of a premier community bank, focusing on growing relationships and local travel coordinated with branches.
We invite applications for the Licensed Wealth Advisor – Client Growth & Planning position located in Charleston, WV, United States.
This opportunity is for the Licensed Wealth Advisor – Client Growth & Planning role at Burke & Herbert Bank & Trust.
We are seeking a motivated Licensed Wealth Advisor – Client Growth & Planning to join Burke & Herbert Bank & Trust in Charleston, WV, United States.
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