Hybrid Wealth Advisor: Investment Growth & Planning

Atlantic Union Financial Consultants LLC; Fairfax (VA); Hybride; USD 90 000 - 160 000; Plein temps

Résumé du poste

Atlantic Union Financial Consultants LLC in Fairfax, VA seeks a Senior Financial Consultant—Wealth Management to guide individuals and businesses on investment solutions and manage client goals while fostering strong relationships with Atlantic Union Bank branches.

Required FINRA licenses (Series 7/66 or 63/65), VA life insurance/annuities licenses, and a bachelor’s degree with 5+ years in investment services. Compensation includes commission and potential incentives.

Qualifications

• Bachelor’s degree in business-related discipline preferred.
• Minimum five years in the investment services industry.
• FINRA registrations: Series 7 and 66 (or 63/65 in lieu).
• Virginia life insurance and annuities licenses required.

Responsabilités

• Counsel customers on investment topics including retirement, tax planning and risk management.
• Adhere to Regulation Best Interest and act as fiduciary for clients.
• Develop and maintain client relationships through networking and branch collaboration.
• Analyze portfolios and provide investment recommendations.
• Support branch teams and promote services at community events.

Connaissances

Investment concepts

Sales financial products

Microsoft Office proficiency

Advanced math & analytics

Written and verbal communication

Relationship building

Self-management

Formation

Bachelor’s degree in business-related discipline

FINRA Series 7 & 66 (or 63/65)

Virginia life insurance & annuities licenses

AWMA or CFP designation preferred

Description du poste

Atlantic Union Financial Consultants LLC in Fairfax, VA seeks a Senior Financial Consultant—Wealth Management to guide individuals and businesses on investment solutions and manage client goals while fostering strong relationships with Atlantic Union Bank branches.

Required FINRA licenses (Series 7/66 or 63/65), VA life insurance/annuities licenses, and a bachelor’s degree with 5+ years in investment services. Compensation includes commission and potential incentives.