Senior Wealth Advisor (Hybrid) - Commission Eligible

Atlantic Union Financial Consultants LLC; Annapolis (MD); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Atlantic Union Financial Consultants LLC seeks a Senior Financial Consultant to deliver investment solutions to individuals and businesses in a hybrid Annapolis, MD role. You will partner with Atlantic Union Bank branches to build client relationships and manage portfolios.

You will counsel on retirement, tax, education, and risk management, while maintaining compliance with Reg BI. A strong emphasis on sales, service, and collaboration with internal teams is required.

Qualifications

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

Responsibilities

• Counsel customers on investment topics including retirement, tax, education, income, risk, and objectives.
• Adhere to Reg BI and act as fiduciary in advisory relationships.
• Develop and maintain client relationships through banking partnerships and networking.
• Purchase and sell securities to meet client needs and objectives.
• Develop a personal business plan to grow revenue and assets under management.
• Build and maintain high-quality client relationships and provide portfolio insights.

Skills

Investment concepts

Sales skills

Analytical skills

Communication

Regulatory knowledge

Education

Bachelor’s degree in business or related field

FINRA Series 7 & 66

VA life license or securities license

AWMA or CFP designation

Tools

Microsoft Office

Online systems

Job description

Atlantic Union Financial Consultants LLC seeks a Senior Financial Consultant to deliver investment solutions to individuals and businesses in a hybrid Annapolis, MD role. You will partner with Atlantic Union Bank branches to build client relationships and manage portfolios.

You will counsel on retirement, tax, education, and risk management, while maintaining compliance with Reg BI. A strong emphasis on sales, service, and collaboration with internal teams is required.