INTERNSHIP DETAILS

Intern - Wealth Management

CompanyBurke & Herbert Bank & Trust
LocationAlexandria
Work ModeOn Site
PostedApril 10, 2026
Internship Information
Core Responsibilities
The intern will support the Portfolio Management team by analyzing customer financial information and developing portfolio analytics. They will also assist in researching financial products and cultivating financial planning relationships with bank customers.
Internship Type
full time
Company Size
536
Visa Sponsorship
No
Language
English
Working Hours
40 hours
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About The Company
Established in 1852, Burke & Herbert Bank is the oldest continuously operating bank in the Washington, D.C. region. We are a local community bank with a long, proud history of serving generations of individuals, families and businesses. With over 75 branches across Delaware, Kentucky, Maryland, Virginia, and West Virginia, Burke & Herbert Bank & Trust Company offers a full range of business and personal financial solutions designed to meet customers' banking, borrowing, and investment needs. We have grown throughout our many years in business yet remain the right size to be a personal, friendly, and caring place to bank and to work. At the same time, we’re not standing still. We are working relentlessly to anticipate the needs of our customers and to deliver a better banking experience. Member FDIC and Equal Housing Lender
About the Role


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.

Key Skills
Financial planningInvestment managementPortfolio analyticsData analysisFinancial researchExcelWritten communicationVerbal communicationComputer skills
Categories
Finance & AccountingAdministrative