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Wealth Management Associate
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Full-time
- 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.
- Essential FunctionsThe 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.
- The following industry licenses are required or must be acquired within six months: FINRA Series 7, FINRA Series 66 (or 63 & 65) and the Virginia Life Insurance License.
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