Senior Wealth Advisor (Hybrid) – Commission-Based

Atlantic Union Bank; Warrenton (VA); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits package

Incentive compensation plan

Discretionary profit sharing bonus program

Job summary

Atlantic Union Bank seeks a Senior Financial Consultant in Warrenton, VA, to provide investment solutions to clients and maintain strong relationships. The role involves counseling customers on investment topics, adhering to regulatory standards, and partnering with bank branches for business development.

Candidates should have extensive experience in investment services and possess relevant FINRA registrations. This commission-based position offers a hybrid work model and a competitive benefits package.

Qualifications

• Minimum of five years of experience in investment services industry.
• FINRA registrations to include Series 7 and Series 66 (or Series 63 and 65 in lieu of Series 66).
• AWMA or CFP designations preferred.

Responsibilities

• Counsel customers on investment related topics.
• Acquire, expand and maintain client relationships.
• Perform investment related research on products and the market.
• Monitor production activity to ensure individual sales goals are met.
• Represent the company within the community.

Skills

In-depth knowledge of investment concepts

Demonstrated ability to sell and negotiate financial products

Proficient computer skills

Advanced math and analytical skills

Excellent communication skills

Ability to work with minimum supervision

Education

Bachelor’s degree in a business-related discipline

Tools

Microsoft Office Suites

Job description

Atlantic Union Bank seeks a Senior Financial Consultant in Warrenton, VA, to provide investment solutions to clients and maintain strong relationships. The role involves counseling customers on investment topics, adhering to regulatory standards, and partnering with bank branches for business development.

Candidates should have extensive experience in investment services and possess relevant FINRA registrations. This commission-based position offers a hybrid work model and a competitive benefits package.