Senior Wealth Advisor: Investment Solutions & Growth

Atlantic Union Bank; Raleigh (NC); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Atlantic Union Bank is seeking a Senior Financial Consultant to provide investment solutions for individuals and businesses, while building and maintaining client relationships. You will partner with AUFC branches to deliver comprehensive wealth management services.

The role requires strong knowledge of investments, regulatory compliance, and strong business development skills. It is a commission-based, full-time, hybrid position with a focus on growth and client service.

Qualifications

• Bachelor’s degree in business field required.
• Minimum five years in investment services.
• FINRA Series 7 and 66 licenses; VA life insurance licenses.
• AWMA or CFP designation preferred.

Responsibilities

• Counsel clients on retirement, tax, education, income, risk, and objectives.
• Act as fiduciary in all advisory relationships under Reg BI.
• Develop and maintain client relationships through networking and branch partnerships.
• Buy and sell securities to meet client needs and objectives.
• Create and execute a personal business plan for growth and referrals.
• Represent the company in the community to develop new business.
• Educate branch staff and coordinate referrals.
• Ensure compliance with policies and applicable laws.

Skills

Investment knowledge

Sales & negotiation

Microsoft Office

Mathematical analysis

Communication skills

Independent work

Education

Bachelor's degree in business-related discipline

FINRA Series 7 & 66 licenses

Virginia life insurance & annuities licenses

Job description

Atlantic Union Bank is seeking a Senior Financial Consultant to provide investment solutions for individuals and businesses, while building and maintaining client relationships. You will partner with AUFC branches to deliver comprehensive wealth management services.

The role requires strong knowledge of investments, regulatory compliance, and strong business development skills. It is a commission-based, full-time, hybrid position with a focus on growth and client service.