Senior Wealth Advisor (Investment Solutions)

Atlantic Union Bank; Warrenton (VA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Commission-based pay

Incentive compensation plan

Profit sharing bonus

Job summary

Atlantic Union Bank seeks a Senior Financial Consultant to provide investment solutions to individuals and businesses, manage client goals, and deepen relationships through branch partnerships.

The role requires 5+ years in investment services with FINRA Series 7 & 66 (or 63/65) and VA life licenses; AWMA/CFP preferred. Commission-based with incentive opportunities and comprehensive benefits offered.

Qualifications

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

Responsibilities

• Counsel customers on investment topics including retirement, education, income management, and risk.
• Adhere to Reg BI and act as fiduciary.
• Acquire, expand and maintain client relationships through network and branch partnership.
• Recommend securities to meet client objectives and changes.
• Develop and maintain a personal business plan with growth goals.
• Educate and engage branch teams through coaching and referrals.

Skills

Investment knowledge

Sales skills

Customer service

Analytical skills

Communication

Self-motivation

Education

Bachelor's degree

FINRA Series 7

FINRA Series 66

Virginia life insurance license

AWMA designation

CFP designation

Tools

MS Office

Job description

Atlantic Union Bank seeks a Senior Financial Consultant to provide investment solutions to individuals and businesses, manage client goals, and deepen relationships through branch partnerships.

The role requires 5+ years in investment services with FINRA Series 7 & 66 (or 63/65) and VA life licenses; AWMA/CFP preferred. Commission-based with incentive opportunities and comprehensive benefits offered.