Wealth Planning Support Specialist
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Burke & Herbert Bank & Trust is seeking a Wealth Assistant to support advisors in Culpeper and Winchester, helping clients with investment, estate, and general financial planning needs. You will perform research, prepare financial plans, and handle routine administrative tasks to ensure smooth client service.
The role emphasizes strong communication, analytical and organizational skills, with a non-telework office setting and limited local travel.
This is a strong opening to take on the Wealth Planning Support Specialist role at Burke & Herbert Bank & Trust.
The Wealth Planning Support Specialist position in the Finance, Sales field is open for applications.
We have an opening for a Wealth Planning Support Specialist in Winchester, VA, United States within Finance, Sales.
This role, Wealth Planning Support Specialist at Burke & Herbert Bank & Trust, could be your next career step.
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