Bank of Clarke · 2 hours ago
Financial Advisor
Winchester, VA
Full-time
Onsite
Entry, Mid Level
1+ years expBank of Clarke is a financial institution dedicated to providing clients with tailored financial planning products and services. The Financial Advisor is responsible for assessing customer financial needs, providing investment advice, and maintaining profitable sales while fostering relationships with clients.
BankingFinanceFinancial ServicesLendingProfessional ServicesWealth Management
Responsibilities
Determines specific customer financial and investment needs
Provides advice to customers on personal investment product purchases
Maintains a high level of profitable sales which meet or exceed goals
Keeps all required licenses in good standing
Maintains expertise with current investment product portfolio
Implements various business development efforts, including networking within the Bank and the community and developing leads among existing bank customers with the goal of establishing advisory relationships and generating profitable new business
Keeps informed of industry product trends and issues
Engages in proactive learning to stay apprised of tax and investment updates
Acts as a resource to other licensed Investment Associates and Wealth Management professionals
Qualification
Required
College degree or equivalent experience required
1-5 years relevant experience
Certification/License: Series 7, 66 and life insurance licenses required; additional licensure is encouraged
Ability to foster and cultivate relationships with prospective and existing customers
Excellent presentation skills to enhance the organization's image to prospective customers
Ability to communicate effectively and clearly
Ability to acquire and maintain changing product information for all products supported, as well as maintaining a broad knowledge of the industry and the ability to keep informed of trends and developments
Innovation and flexibility are essential to meet the demands of an ever-changing market
Excellent analytical skills are needed to recommend the appropriate products and services to customers
Ability to work with a team and share knowledge and skills
Ability to conduct business in a highly ethical and collegial manner consistent with regulatory requirements
Ability to build positive and collaborative relationships with colleagues within the Bank
Benefits
Medical, life, dental, and vision insurance plus generous paid time off
Supporting associates and their families; we embrace the importance of caring for oneself and our families
Surrounding ourselves with smart, driven, and diverse individuals
Valuing integrity, commitment regarding our daily duties, and the Bank as a whole
Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees’ value
Devoted to the communities in which we serve as we help those who form the creative backbone of our market’s future economy and business value
Bank of Clarke is “Great Place to Work” Certified through June 2025
“Top Virginia Employer for Interns” award recipient (2023, 2024) through Virginia Talent and Opportunity Partnership (V-TOP)
Company
Bank of Clarke
Bank of Clarke is a financial services company headquartered in Berryville, VA.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brandon Lorey
President & CEO
Nicholas Smith
EVP, Deputy CFO
Recent News
Morningstar.com
2025-09-29
2025-06-25
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