Wealth Assistant

Burke & Herbert Bank & Trust; Culpeper (VA); On-site; USD 30,000 - 40,000; Full time

Job summary

Burke & Herbert Bank & Trust is seeking a Wealth Advisory Support professional to assist Wealth Advisors in serving clients with investment, estate and financial planning needs. The role emphasizes sales and service tasks, as well as maintaining efficient office workflows and compliance.

Ideal candidates will have strong communication, analytical and organizational skills, with the ability to interact professionally with clients and collaborate with the wealth management team.

Qualifications

• Requires related bachelor's degree or equivalent experience.
• Proficiency with spreadsheet software and ability to learn new programs.
• FINRA licenses (6,7,63,65 or 66) preferred but not required; opportunity to earn certifications.

Responsibilities

• Support business development and service efforts of assigned Wealth Advisor representatives.
• Assist customers with investment, estate and financial planning needs; complete sales and service-related tasks.
• Provide administrative, operational, and compliance support to ensure client accounts and daily workflows run smoothly.

Skills

Communication

Analytical

Organizational

Attention to detail

Client interaction

Time management

Collaboration

Education

Bachelor's degree in Finance, Accounting, Economics or related field

Tools

Spreadsheet applications

Job description

Burke & Herbert Bank & Trust

CLASSIFICATION: Non-exempt

REPORTS TO: Wealth Advisor

DATE: September 16, 2026

JOB DESCRIPTION

Summary/Objective

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.

Essential Functions

• 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.

Other Duties

• Performs other duties as assigned.

Skills/Abilities

• Strong written and verbal communication skills.
• Excellent analytical and organizational skills.
• Attention to detail and executional excellence.
• Ability to effectively and professionally interact with clients.
• Ability to manage time effectively.
• Ability to effectively collaborate with the bank and wealth management team.

Supervisory Responsibility

This position does not have supervisory responsibilities.

Work Environment

This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.

Travel

Limited local travel may be required for this position.

Education and Experience

• 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.
• 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.

For Applicants located in Winchester, Virginia (VA): The anticipated salary range for this position is $20.00-$27.00 per hour.

For Applicants located in Culpepper, VA (VA): The anticipated salary range for this position is $22.00-$29.00 per hour.

The ranges listed for Viriginia represent the good-faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs. This position may also be eligible for additional compensation, such as bonuses or incentive pay, where applicable.

Equal Employment Opportunity/M/F/disability/protected veteran status

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

This employer is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.