Wealth Planning Assistant – Client Relationships
Job in
Beckley, Raleigh County, West Virginia, 25802, USA
Listed on 2026-06-18
Listing for:
Burke & Herbert Bank & Trust
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Burke & Herbert Bank & Trust in Beckley, WV, is seeking a Wealth Assistant to support business development and provide excellent service. You will interact with clients to grow financial planning relationships and may execute transactions, conduct research, and prepare financial plans.
The ideal candidate is computer literate, with strong communication and analytical skills. This position offers opportunities for career development within a leading community bank, emphasizing both teamwork and independent responsibilities.
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