Senior Wealth Advisor (Hybrid) - Commission & Incentives

Atlantic Union Bank; Fairfax (VA); Hybrid; USD 130,000 - 190,000; Full time

Job summary

Atlantic Union Bank is seeking a Senior Financial Consultant in Wealth Management to provide bespoke investment solutions and align client goals with portfolios. You will actively partner with local branches to expand client relationships and drive asset growth.

The role emphasizes fiduciary advisement, regulatory compliance, and cross-team collaboration to deliver comprehensive wealth management services.

Qualifications

• Bachelor’s degree in business preferred.
• FINRA Series 7 and 66 registrations plus VA life insurance licenses.
• AWMA or CFP designations preferred.

Responsibilities

• Counsel customers on investment topics including retirement, tax, education, and risk planning.
• Maintain fiduciary relationships in advisory accounts under Reg BI.
• Develop and nurture client relationships through branches and networking.
• Purchase and sell securities to meet client needs and objectives.
• Develop an annual business plan to grow revenue and assets under management.
• Assist clients with portfolio evaluation and investment recommendations.
• Educate branch teams and coordinate referrals across the bank.

Education

Bachelor’s degree

Series 7/66

VA Life Insurance Licenses

AWMA/CFP preferred

Business degree

Tools

MS Office

Online systems

Job description

Atlantic Union Bank is seeking a Senior Financial Consultant in Wealth Management to provide bespoke investment solutions and align client goals with portfolios. You will actively partner with local branches to expand client relationships and drive asset growth.

The role emphasizes fiduciary advisement, regulatory compliance, and cross-team collaboration to deliver comprehensive wealth management services.