Wealth Planning Assistant
Burke & Herbert Bank & Trust
Burke & Herbert Bank & Trust is seeking a Wealth Advisory Support professional to assist Wealth Advisors in serving clients with investment, estate and financial planning needs. The role emphasizes sales and service tasks, as well as maintaining efficient office workflows and compliance. Ideal candidates will have strong communication, analytical and organizational skills, with the ability to interact professionally with clients and collaborate with the wealth management team. #J-18808-Ljbffr Burke & Herbert Bank & Trust
Vacancy posted 2 days ago
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