Wealth Assistant

Burke & Herbert Bank & Trust•Beckley, WV

About The Position

JOB DESCRIPTION Summary/Objective The Wealth Assistant is primarily responsible for supporting the business development and service efforts of assigned Advisor representative(s) of Burke & Herbert dba Summit Community Bank 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. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The position requires the ability to interact with clients; collaborate with the bank and wealth management team; manage time efficiently and may call for local travel. The primary goal of the Wealth Management Assistant is to help cultivate and grow financial planning relationships with customers for Burke & Herbert Bank dba Summit Community Bank. In addition to the opportunity to help expand relationships with existing customers, the Wealth Management Assistant may execute transactions, conduct research, and prepare financial plans and presentations. Other Duties 1. Complies with all policies and procedures as applied to the Bank's BSA/AML policy. 2. Perform other duties as assigned.

Requirements

Strong written and verbal communication skills.
Excellent analytical and organizational skills.
Attention to detail and executional excellence.
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

College degree preferred.
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

Supporting the business development and service efforts of assigned Advisor representative(s)
Assist customers with investment, estate and general financial planning needs
Complete sales and service related tasks
Interact with clients
Collaborate with the bank and wealth management team
Cultivate and grow financial planning relationships with customers
Execute transactions
Conduct research
Prepare financial plans and presentations
Complies with all policies and procedures as applied to the Bank's BSA/AML policy
Perform other duties as assigned