Wealth Planning Support Specialist

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

Job summary

Burke & Herbert Bank & Trust is seeking a Wealth Assistant to support advisors in Culpeper and Winchester, helping clients with investment, estate, and general financial planning needs. You will perform research, prepare financial plans, and handle routine administrative tasks to ensure smooth client service.

The role emphasizes strong communication, analytical and organizational skills, with a non-telework office setting and limited local travel.

Qualifications

• Bachelor’s degree or equivalent related experience.
• Strong computer literacy and Excel proficiency.
• Licenses such as FINRA 6/7/63/65/66 preferred but not required.

Responsibilities

• Support advisors in business development and service efforts.
• Assist with transactions, research, and financial plans.
• Provide administrative and compliance support for client accounts.
• Maintain office workflows and prepare presentations.

Skills

Communication skills

Analytical skills

Attention to detail

Client interaction

Time management

Collaboration

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Excel

Job description

Burke & Herbert Bank & Trust is seeking a Wealth Assistant to support advisors in Culpeper and Winchester, helping clients with investment, estate, and general financial planning needs. You will perform research, prepare financial plans, and handle routine administrative tasks to ensure smooth client service.

The role emphasizes strong communication, analytical and organizational skills, with a non-telework office setting and limited local travel.