Intern - Wealth ManagementBurke & Herbert Bank & Trust
CLASSIFICATION: Non-exempt
REPORTS TO: EVP, Trust & Wealth Management
DATE: April 10, 2026
JOB DESCRIPTION
Summary/Objective
The Wealth Intern may gain exposure to all areas of the Trust, Wealth Management, and Private Banking organizations, but will focus primarily on the investment management aspect of the business. Will primarily support the Portfolio Management team. The Portfolio Management team assists customers and colleagues with investment, estate, and general financial planning needs. The career goal of the Intern should be to become a Financial Advisor of Financial Analyst.
This position introduces the Intern to the operation of a Wealth business unit with the structure, security, and resources of a premier community bank. The primary goal of the Wealth Intern is to learn and assist in cultivating and growing financial planning relationships with Burke & Herbert Bank customers.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Analyze information regarding the customer's income, assets, investments or debts.
- Researching which financial products best meet the customer's needs and financial circumstances.
- Developing portfolio analytics.
Other Duties
- Perform other duties as assigned
Skills/Abilities
- Strong written and verbal communication skills required.
- Strong computer skills, especially in Excel.
Supervisory Responsibility
This position does not have supervisory responsibilities.
Work Environment
This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.
Travel
Limited local travel may be required for this position.
Education and Experience
- Candidates must currently be pursuing a degree in Finance or a related field, preferably having completed at least two years of their undergraduate degree.
Equal Employment Opportunity/M/F/disability/protected veteran status
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.
This employer is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.Equal employment opportunity, including veterans and individuals with disabilities.
PI283772904