Wealth Management Associate

Burke & Herbert Bank • Alexandria, VA

72d

About The Position

The Wealth Management Associate is responsible for business development and service delivery for an assigned region and/or clients as well as providing support for similar efforts of assigned client-facing representative(s) of Burke & Herbert Wealth Management Services. Primary duties include assisting customers with investment, estate, and general financial planning needs. This position requires the completion of sales and service-related tasks and offers an excellent career path opportunity with the benefits of the structure, security, and resources of a premier community bank.

Requirements

• Bachelor's degree in a related field, or at least three years of experience in a financially related position.
• Industry licenses required or must be acquired within six months: FINRA Series 7, FINRA Series 66 (or 63 & 65) and the Virginia Life Insurance License.
• Strong written and verbal communication skills.
• Excellent analytical and organizational skills.
• Attention to detail and accuracy in completing tasks.
• Computer literacy required, with an emphasis on using spreadsheet applications.

Responsibilities

• Interact with clients and collaborate with the bank and wealth management team.
• Manage time efficiently and may call for local travel.
• Help cultivate and grow financial planning relationships with customers.
• Conduct research and prepare financial plans and presentations.
• Complete sales and service-related tasks.

What This Job Offers

• Job Type: Full-time
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees