Wealth Advisor: Client & Investment Planning
Job in
Culpeper, Culpeper County, Virginia, 22701, 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
Job Description & How to Apply Below
Burke & Herbert Bank & Trust is seeking a Wealth Advisor to serve clients of our Wealth Management Services. The role focuses on investment and financial planning needs, with licensing to execute trades and manage client accounts.
Qualified candidates will have at least three years of financial sales experience, FINRA licenses (7/66 or 63/65) and a VA Life Insurance License, plus strong Excel skills and professional integrity.
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