Senior Financial Consultant: Wealth Strategy & Growth

Atlantic Union Bank; Olney (MD); Presencial; USD 90 000 - 130 000; Tempo integral

Resumo da oferta

Atlantic Union Bank seeks a Senior Financial Consultant to provide investment solutions and manage client goals, working with bank branches in Olney, MD. The role emphasizes fiduciary guidance and building lasting client relationships.

The position involves regulatory compliance, business development, and delivering tailored investment strategies across individuals and businesses, with a commission-based earnings model and potential incentive plans.

Qualificações

• Bachelor’s degree or equivalent in business or related field.
• FINRA Series 7 and Series 66 licenses required (or Series 63/65 alternative).
• Life/annuities licenses for VA state admissions preferred.
• AWMA or CFP designation preferred.

Responsabilidades

• Counsel customers on investment topics including retirement, tax, education, income, risk, and objectives.
• Adheres to Reg BI and acts as fiduciary in advisory relationships.
• Acquire, expand and maintain client relationships via business development and networking.
• Buy and sell securities for various clients to meet needs/objectives.
• Develop a personal business plan with revenue and AUM growth targets.

Conhecimentos

Investment knowledge

Sales ability

MS Office proficiency

Analytical/math skills

Communication & negotiation

Self-motivated

Formação académica

Bachelor’s degree in business or related field

FINRA Series 7 and Series 66 licenses (or Series 63/65 in lieu)

State life insurance and annuities licenses (VA)

AWMA or CFP designation

Ferramentas

Microsoft Office

Online systems

Descrição da oferta de emprego

Atlantic Union Bank seeks a Senior Financial Consultant to provide investment solutions and manage client goals, working with bank branches in Olney, MD. The role emphasizes fiduciary guidance and building lasting client relationships.

The position involves regulatory compliance, business development, and delivering tailored investment strategies across individuals and businesses, with a commission-based earnings model and potential incentive plans.