Intern - Wealth Management
About The Position
The Wealth Intern may gain exposure to all areas of the Trust, Wealth Management, and Private Banking organizations, but will focus primarily on the investment management aspect of the business. Will primarily support the Portfolio Management team. The Portfolio Management team assists customers and colleagues with investment, estate, and general financial planning needs. The career goal of the Intern should be to become a Financial Advisor of Financial Analyst. This position introduces the Intern to the operation of a Wealth business unit with the structure, security, and resources of a premier community bank. The primary goal of the Wealth Intern is to learn and assist in cultivating and growing financial planning relationships with Burke & Herbert Bank customers.
Requirements
- Strong written and verbal communication skills required.
- Strong computer skills, especially in Excel.
- Candidates must currently be pursuing a degree in Finance or a related field, preferably having completed at least two years of their undergraduate degree.
Responsibilities
- Analyze information regarding the customer's income, assets, investments or debts.
- Researching which financial products best meet the customer's needs and financial circumstances.
- Developing portfolio analytics.
- Perform other duties as assigned
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What This Job Offers
Career Level
Intern
Number of Employees
251-500 employees
