Senior Wealth Advisor – Hybrid, Investment Solutions

Atlantic Union Bank; Olney (MD); Hybrid; USD 90,000 - 170,000; Full time

Benefits offered by this job

Commission-based pay

Bonus program

Benefits package

Job summary

Atlantic Union Bank is seeking a Senior Financial Consultant to provide investment solutions for individuals and businesses, manage client goals, and maintain strong relationships. This role actively partners with Atlantic Union Bank branches to grow advisory services in the Olney area.

The ideal candidate has at least five years in investment services, FINRA licenses (Series 7/66 or 63/65), and CFP/AWMA designations preferred.

Qualifications

• Bachelor’s degree preferred in business or related field.
• FINRA Series 7 and Series 66 (or 63/65) licenses required or in lieu.
• CFP or AWMA designations preferred.

Responsibilities

• Counsel customers on investments including retirement, tax, education and risk planning.
• Adhere to Reg BI and act as fiduciary for advisory relationships.
• Develop and maintain client relationships and grow assets under management.
• Purchase and sell securities for clients meeting objectives and needs.
• Educate branch teams and coordinate with internal lines of business.
• Represent the bank in the community to promote business.

Skills

Investment concepts

Sales negotiation

Microsoft Office

Analytical skills

Communication skills

Education

Bachelor’s degree

FINRA Series 7/66

CFP or AWMA

Tools

MS Office

CRM systems

Job description

Atlantic Union Bank is seeking a Senior Financial Consultant to provide investment solutions for individuals and businesses, manage client goals, and maintain strong relationships. This role actively partners with Atlantic Union Bank branches to grow advisory services in the Olney area.

The ideal candidate has at least five years in investment services, FINRA licenses (Series 7/66 or 63/65), and CFP/AWMA designations preferred.