Senior Financial Consultant--Wealth Management (Frederick/Urbana)
Atlantic Union BankFrederick, Maryland, United States
Posted December 22, 2025
Full Time
About the Company
Atlantic Union Bank is an Equal Employment Opportunity employer and maintains a drug-free workplace.
Job Description
Provide investment solutions to individuals and businesses, manage client goals and objectives, and maintain client relationships. Act as a fiduciary for clients and adhere to Regulation Best Interest (Reg BI).
Requirements
- Bachelor's degree in a business related discipline
- Minimum of five years of experience in investment services industry
- FINRA registrations (Series 7 and Series 66 or Series 63 and 65)
- State of Virginia life insurance and annuities licenses
- AWMA or CFP designations preferred
Benefits
- Commission based opportunity
- Incentive compensation plan
- Discretionary profit sharing bonus program