Senior Wealth Advisor — Hybrid, Commission & Bonus

Atlantic Union Financial Consultants LLC; Olney (MD); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Commission-based pay

Incentive compensation plan

Profit sharing bonus program

Job summary

Atlantic Union Financial Consultants LLC in Olney, MD seeks a Senior Financial Consultant to provide investment solutions and manage client goals and relationships. The role partners with Atlantic Union Bank branches to deliver objective guidance.

The position emphasizes fiduciary duties, adherence to Reg BI, and proactive business development through client networking and referrals. A commission-based compensation structure and incentive programs are offered.

Qualifications

• Bachelor's degree required or equivalent business-focused education.
• At least five years of experience in investment services.
• FINRA registrations to include Series 7 and 66 (or 63/65) and VA life licenses.
• AWMA or CFP designation preferred.

Responsibilities

• Counsel customers on investments including retirement, tax, education and risk planning.
• Adhere to Reg BI and act as fiduciary.
• Develop and maintain client relationships and partnerships with bank branches.
• Buy/sell securities meeting client objectives.
• Expand business via prospecting and referrals.
• Educate branch teams and coordinate with other lines of business.
• Represent the company in the community and promote business.

Skills

Investment concepts

Sales & business development

Portfolio evaluation

Client communication

Analytical skills

Technology proficiency

Education

Bachelors in business-related discipline

FINRA Series 7 & 66 licenses (or 63 & 65)

Virginia life insurance license

CFP or AWMA designation preferred

Tools

Microsoft Office

Online systems

Job description

Atlantic Union Financial Consultants LLC in Olney, MD seeks a Senior Financial Consultant to provide investment solutions and manage client goals and relationships. The role partners with Atlantic Union Bank branches to deliver objective guidance.

The position emphasizes fiduciary duties, adherence to Reg BI, and proactive business development through client networking and referrals. A commission-based compensation structure and incentive programs are offered.