Wealth Assistant

Burke & Herbert Bank & Trust • Winchester, VA

10d • Onsite

About The Position

Primarily responsible for supporting the business development and service efforts of assigned Advisor representative(s) of Burke & Herbert Wealth Management who assist customers with investment, estate and general financial planning needs. This position requires the completion of sales and service-related tasks and offers various career path opportunities along with the benefits of the structure, security, and resources of a premier community bank.

Requirements

• Related bachelor’s degree (e.g., Finance, Accounting, Economics, etc.) or equivalent related experience required.
• Computer literacy required, with an emphasis on using spreadsheet applications along with the ability to learn and develop proficiency using new programs.

Nice To Haves

• Industry related licenses such as FINRA Series 6, 7, 63, 65 or 66 preferred but not required.
• Opportunity to earn industry related certifications may be available.

Responsibilities

• Help cultivate and grow financial planning relationships with customers for Burke & Herbert Bank.
• May execute transactions, conduct research, and prepare financial plans and presentations.
• Provide administrative, operational, and compliance-driven support to ensure client accounts and daily office workflows run smoothly.
• Performs other duties as assigned.

Benefits

• The benefits of the structure, security, and resources of a premier community bank.
• Additional compensation, such as bonuses or incentive pay, where applicable.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level