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The Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66, or equivalent, and
CLASSIFICATION: Non-exempt REPORTS TO: Trust Portfolio Manager JOB DESCRIPTION Summary/Objective Supports and executes activities related to the investment management process as well serving as a resource to Administrators and clients. Essential Functions Reasonable accommodations may be
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