Wealth Planning 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 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.