Bank of Clarke · 4 hours ago
Financial Advisor
Winchester, VA
Full-time
Onsite
Entry, Mid Level
1+ years expBank of Clarke is seeking a Financial Advisor responsible for providing clients with information and advice on financial planning products and services. The role involves determining customer financial needs, providing investment advice, maintaining sales goals, and developing advisory relationships within the community.
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
Generous paid time off
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
Company data provided by crunchbase