Financial Planner
Atlantic Union BankVirginia, United States
Posted May 11, 2026
Full Time
About the Company
Atlantic Union Bank, founded in 1902, is the largest regional bank headquartered in the lower Mid‑Atlantic, offering banking, investment, and mortgage solutions to individuals and businesses. Leveraging a legacy of financial strength and industry‑specific expertise, the bank blends sophisticated digital capabilities with entrepreneurial innovation to deliver tailored, customer‑centric services. A steadfast commitment to community enrichment and inclusive lending—underscored by FDIC insurance and Equal Housing Lender status—distinguishes Atlantic Union Bank as a trusted partner that cares about the prosperity of its customers and the neighborhoods they call home.
Job Description
The Financial Planner provides support to Senior Relationship Managers by executing tasks related to comprehensive financial planning and retirement plan consulting services, maintaining client relationships, and investment management assistance.
Requirements
- Bachelor's degree
- CFP or CEBS designation
- 2-4 years experience in a financial services company
- Strong attention to detail and analytical skills
- Excellent communication and interpersonal skills
- Strong computer skills including Microsoft Office and other financial planning software
Benefits
- Comprehensive benefits package
- Incentive compensation plan
- Discretionary profit sharing bonus program
