Hybrid Wealth Advisor — Senior Financial Consultant

Atlantic Union Bank; Annapolis (MD); Hybrid; USD 80,000 - 120,000; Full time

Job summary

Atlantic Union Bank is seeking a Senior Financial Consultant to provide investment solutions to individuals and businesses and to partner with bank branches to grow client relationships.

The role involves counseling on retirement, education, and risk planning, maintaining portfolios, and adhering to Reg BI while acting as a fiduciary for clients in advisory relationships. A commission-based opportunity with benefits information available on the careers site.

Qualifications

• In-depth knowledge of investment concepts, terminology, procedures and related regulations.
• Demonstrated ability to sell and negotiate financial products.
• Proficient computer skills relevant to Microsoft Office Suites and on-line systems.

Responsibilities

• Counsel customers on investment topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.
• Adheres to Regulation Best Interest (Reg BI) and acts as a fiduciary for the client in all advisory relationships.
• Acquire, expand and maintain client relationships through business development and partnerships with internal lines of business.
• Purchase and sell securities meeting clients’ needs and objectives.
• Develop and maintain a personal business plan identifying revenue and assets under management growth.

Skills

Investment concepts

Sales skills

Analytical skills

Microsoft Office

Education

Bachelor’s degree

FINRA Series 7 & 66 licenses

AWMA/CFP designation preferred

Tools

Microsoft Office

Job description

Atlantic Union Bank is seeking a Senior Financial Consultant to provide investment solutions to individuals and businesses and to partner with bank branches to grow client relationships.

The role involves counseling on retirement, education, and risk planning, maintaining portfolios, and adhering to Reg BI while acting as a fiduciary for clients in advisory relationships. A commission-based opportunity with benefits information available on the careers site.