2 Wealth Management Associate Jobs in Alexandria, VA
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Burke & Herbert Bank is Hiring a Wealth Management Associate Near Alexandria, VA
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.
Skills/Abilities
- Strong written and verbal communication skills along with excellent analytical and organizational skills
- Attention to detail and accuracy in completing tasks
- Requires Bachelor’s degree in a related field, or at least three years of experience in a financially related position.
- 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.
- Computer literacy required, with an emphasis on using spreadsheet applications along with the ability to learn and develop proficiency using new programs.
Work EnvironmentThis job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and scanners.
Physical DemandsThis position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.
TravelLocal 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
Job Summary
Full Time
Banking
$74k-111k (estimate)
06/28/2024
08/18/2024
burkeandherbertbank.com
ALEXANDRIA, VA
200 - 500
1852
Public
WILLIAM S MCSWEEN
$50M - $200M
Banking
Related Companies
About Burke & Herbert Bank
Burke & Herbert Bank is a financial institution that offers personal and commercial banking services for individuals and corporates.
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