Senior Wealth & Investment Consultant

Atlantic Union Bank; Pasadena (MD); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Commission-based opportunity

Incentive compensation plan

Profit-sharing bonus program

Job summary

Atlantic Union Bank in Pasadena, Maryland is seeking a Senior Financial Consultant to provide investment solutions for individuals and businesses. You will manage client relationships and objectives while collaborating with bank branches to ensure client satisfaction.

The ideal candidate will have over five years of experience in the investment services industry and a Bachelor's degree in a business-related discipline. This role offers a hybrid work environment, a commission-based compensation structure, and participation in an incentive compensation plan.

Qualifications

• 5+ years of experience in investment services industry.
• FINRA registrations including Series 7 and Series 66.
• AWMA or CFP designations preferred.

Responsibilities

• Counsel customers on investment-related topics.
• Manage client relationships and objectives.
• Conduct investment-related research and analysis.

Skills

Investment concepts knowledge

Sales negotiation skills

Microsoft Office proficiency

Analytical skills

Interpersonal skills

Education

Bachelor's degree in business related discipline

Job description

Atlantic Union Bank in Pasadena, Maryland is seeking a Senior Financial Consultant to provide investment solutions for individuals and businesses. You will manage client relationships and objectives while collaborating with bank branches to ensure client satisfaction.

The ideal candidate will have over five years of experience in the investment services industry and a Bachelor's degree in a business-related discipline. This role offers a hybrid work environment, a commission-based compensation structure, and participation in an incentive compensation plan.