Wealth Planning Assistant

Burke & Herbert Bank; Winchester (AR); On-site; USD 28,000 - 40,000; Full time

Job summary

Burke & Herbert Bank is seeking a detail-oriented support associate to assist Wealth Advisor relationships with clients and to help craft financial plans. You will participate in research, prepare presentations, and handle administrative tasks to ensure smooth client service and workflow in a banking wealth management setting.

The role emphasizes collaboration with the Wealth Management team, strong communication, and adherence to regulatory/compliance standards, with potential for career

Qualifications

• Related bachelor’s degree (e.g., Finance, Accounting, Economics, etc.) or equivalent related experience required.
• Computer literacy required, with emphasis on spreadsheet applications and the ability to learn new programs.
• Industry related licenses such as FINRA Series 6, 7, 63, 65 or 66 preferred but not required. Opportunity to earn related certifications.

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.

Skills

Strong written and verbal comms

Excellent analytical skills

Excellent organizational skills

Attention to detail

Client interaction abilities

Time management

Education

Bachelor’s degree (Finance/Accounting/Economics) or equivalent

FINRA licenses (6/7/63/65/66) preferred

Job description

Burke & Herbert Bank is seeking a detail-oriented support associate to assist Wealth Advisor relationships with clients and to help craft financial plans. You will participate in research, prepare presentations, and handle administrative tasks to ensure smooth client service and workflow in a banking wealth management setting.

The role emphasizes collaboration with the Wealth Management team, strong communication, and adherence to regulatory/compliance standards, with potential for career