Wealth Advisor
Burke & Herbert Bank & Trust Company
Martinsburg, WV · Posted September 25, 2026
Just laid off? Start here: a plan for the first weeks
See every open role at Burke & Herbert Bank & Trust Company
More in West Virginia job market · All Wealth Advisor jobs (111) · Financial Services & Banking · Investment jobs
More roles at Burke & Herbert Bank & Trust Company
- Director of Audit · Alexandria, VA
- Market President · Reston, VA
- Administrative Assistant - IT · Alexandria, VA
- Data Governance Specialist · Camp Hill, PA
- Community Bank Manager · Monterey, VA
- Mortgage Loan Officer · Richmond, VA
Similar jobs
- Merrill Wealth Management Client Associate – Advisor Development Program: Midtown Manhattan Market · Merrill · NY
- Senior Wealth Advisor | San Gabriel Valley · Citigroup Global Markets · Pasadena, CA
- Associate Wealth Advisor · Mid Oregon Credit Union · Bay City, TX
- Financial Advisor - Michigan State University Federal Credit Union · Mid Oregon Credit Union · Grand Rapids, MI
- Financial Advisor - Summit Credit Union · LPL Financial · Baraboo, WI
- Financial Advisor - Southeast Financial Credit Union · LPL Financial · Nashville, TN
How AI is used in this kind of work
Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
Skills this job asks for
Say which you have and which you want to build. We use it to match you to jobs like this one.
About the job
Job Posting Title Wealth Advisor
Job Description
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.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
T his 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.
Skills/Abilities
Strong written and verbal communication skills.
High level of commitment to integrity and ethics.
Education and Experience
College degree required; advanced degree preferred.
Requires at least three years of financial sales experience servicing an existing book of business.
FINRA Series 7 and 66 (or 63 & 65) licenses required; Virginia Life Insurance License required.
Professional designation (e.g., CFP, CFA) required.
Computer literacy required, including Excel spreadsheet and word processing applications.
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
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.
Physical Demands
This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.
Travel
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
Include shift schedule
Not Included Include budgeted hours
Not Included