Wealth Management Associate

Job Description

Job Description

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.

Essential Functions

The position requires the ability to interact with clients; collaborate with the bank and wealth management team; manage time efficiently and may call for local travel. The primary goal of the Wealth Management Associate is to help cultivate and grow financial planning relationships with customers for Burke & Herbert Bank. In addition to the opportunity to help expand relationships with existing customers, the Wealth Management Associate may conduct research and prepare financial plans and presentations. Ultimately, this position requires industry-specific licenses (FINRA Series 7 and 66 and Virginia L&H), which provide the ability to execute investment transactions.

Skills / Abilities

• Strong written and verbal communication skills along with excellent analytical and organizational skills
• Attention to detail and accuracy in completing tasks

Education and Experience

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and scanners.

Physical Demands

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

Travel

Local travel may be required for this position.

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.

Equal Opportunity / Affirmative Action Employer including Disabled / Vets