Senior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria)

This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships.

Requirements

• Counsel customers on investment related topics
• Adhere to Regulation Best Interest (Reg BI) and act as a fiduciary for the client
• Acquire, expand and maintain client relationships
• Purchase and sell securities to meet customer needs
• Develop and maintain a personal business plan
• Build and maintain high quality relationships with clients and prospects
• Maintain and service current customer accounts
• Perform investment related research and analysis
• Represent the company within the community
• Educate and engage local Atlantic Union Bank branch team members

Benefits

• Comprehensive benefits package
• Commission based opportunity
• Incentive compensation plan
• Discretionary profit sharing bonus program