Senior Investment Advisor & Wealth Planner

Atlantic Union Bank; Bethesda (MD); On-site; USD 110,000 - 170,000; Full time

Job summary

Atlantic Union Bank is seeking a Senior Financial Consultant to provide investment guidance to individuals and businesses, manage client goals and maintain relationships. The role partners with bank branches to expand the client base and deliver tailored strategies.

The candidate should have a track record in investment services, relevant FINRA licenses, and strong communication skills. This is a commission-based role with eligibility for incentive plans and a benefits package.

Qualifications

• Bachelor's degree in business or related field.
• Minimum of five years in investment services industry.
• FINRA licenses: Series 7 and Series 66 (or Series 63/65 in lieu of 66) and Virginia life licenses.
• AWMA or CFP designation preferred.

Responsibilities

• Counsel clients on investment topics including retirement planning, tax planning, education planning, income management, risk management, suitability and objectives.
• Adhere to Reg BI and act as fiduciary in advisory relationships.
• Acquire, expand and maintain client relationships through networking and partnership with branches.
• Provide investment recommendations and manage client portfolios.

Skills

Investment knowledge

Sales & negotiation

Customer service

Analytical skills

Communication skills

Education

Bachelor's degree in business

AWMA or CFP designation preferred

Tools

Microsoft Office

Online systems

Job description

Atlantic Union Bank is seeking a Senior Financial Consultant to provide investment guidance to individuals and businesses, manage client goals and maintain relationships. The role partners with bank branches to expand the client base and deliver tailored strategies.

The candidate should have a track record in investment services, relevant FINRA licenses, and strong communication skills. This is a commission-based role with eligibility for incentive plans and a benefits package.