Senior Wealth Advisor - Investment & Client Growth

Atlantic Union Bank; Annapolis (MD); Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

Commission-based opportunity

Incentive compensation plan

Comprehensive benefits package

Job summary

Atlantic Union Bank is seeking a Senior Financial Consultant based in Annapolis, MD. In this full-time hybrid role, you'll provide investment solutions to clients, manage client relationships, and adhere to fiduciary responsibilities while consulting on investment topics.

The ideal candidate will possess a Bachelor's degree and at least five years of experience in the investment services industry, along with appropriate FINRA registrations. Strong sales and negotiation skills are essential, along with the ability to work independently.

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).
• Bachelor’s degree in a business related discipline preferred.

Responsibilities

• Provide investment solutions to clients and maintain relationships.
• Consult customers on investment topics including retirement planning.
• Purchase and sell securities that meet client needs.
• Develop and maintain a personal business plan.
• Build and maintain high-quality client relationships.

Skills

Investment concepts knowledge

Sales and negotiation skills

Computer skills (Microsoft Office)

Analytical skills

Interpersonal skills

Education

Bachelor’s degree in a business related discipline

Five years experience in investment services

FINRA registrations (Series 7, 66)

AWMA or CFP designations

Tools

Microsoft Office Suite

Job description

Atlantic Union Bank is seeking a Senior Financial Consultant based in Annapolis, MD. In this full-time hybrid role, you'll provide investment solutions to clients, manage client relationships, and adhere to fiduciary responsibilities while consulting on investment topics.

The ideal candidate will possess a Bachelor's degree and at least five years of experience in the investment services industry, along with appropriate FINRA registrations. Strong sales and negotiation skills are essential, along with the ability to work independently.