Hybrid Wealth Advisor: Investment Solutions & Growth

Atlantic Union Bank; Elizabeth City (NC); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Atlantic Union Bank in Elizabeth City, NC is seeking a Senior Financial Consultant to provide investment solutions to individuals and businesses, manage client goals and relationships, and partner with local branches.

You will counsel clients on retirement planning, tax planning, education planning, and risk management, adhering to Reg BI and acting as fiduciary. The role is commission-based with potential incentives.

Qualifications

• Bachelor’s degree in a business-related discipline.
• Minimum of five years of experience in investment services.
• FINRA registrations to include Series 7 and Series 66 (or Series 63/65 in lieu of Series 66) and Virginia life licenses.
• AWMA or CFP designation preferred.

Responsibilities

• Counsel customers on investment topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.
• Adhere to Regulation Best Interest (Reg BI) and act as a fiduciary for the client in all advisory relationships.
• Acquire, expand and maintain client relationships through business development, client networking and partnering with internal lines of business.
• Purchase and sell securities to various client types meeting their needs and objectives.
• Annually develop and maintain a personal business plan to grow revenue and assets under management.

Skills

Investment concepts

Sales/negotiation

Portfolio review

MS Office

Analytical math

Client relationship building

Education

Bachelor's degree in business

Minimum 5 years in investment services

Tools

Microsoft Office Suite

Job description

Atlantic Union Bank in Elizabeth City, NC is seeking a Senior Financial Consultant to provide investment solutions to individuals and businesses, manage client goals and relationships, and partner with local branches.

You will counsel clients on retirement planning, tax planning, education planning, and risk management, adhering to Reg BI and acting as fiduciary. The role is commission-based with potential incentives.