Wealth Planning Assistant
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
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
For the Wealth Planning Assistant position at Burke & Herbert Bank, we are reviewing applications now.
As a Wealth Planning Assistant, you will play an important part at Burke & Herbert Bank in Winchester, AR, United States.
We invite applications for the Wealth Planning Assistant position located in Winchester, AR, United States.
The following role is for a Wealth Planning Assistant with Burke & Herbert Bank.
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