Financial Consultant II (Williamsburg)
Atlantic Union BankWilliamsburg, Virginia, United States
Posted February 19, 2026
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.
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
- 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
- Monitor production activity and ensure individual sales goals are met
- Understand and communicate their value proposition to clients, prospects, and partners
Benefits
- Comprehensive benefits package
- Eligible to participate in incentive compensation plan or discretionary profit sharing bonus program