Senior Financial Consultant (Georgia Avenue/Olney)
Atlantic Union BankMaryland, United States
Posted April 29, 2025
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
Senior Financial Consultant 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
- 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
- Perform investment allocation analysis
- Incorporate new technology and solutions into their practice management
- Represent the company within the community
- Understand and communicate their value proposition to clients, prospects and partners
- Educate and engage local Atlantic Union Bank branch team members
- Partner with branch and other line of business teammates
- Adhere to all company policies, procedures and practices
Benefits
- Commission based opportunity
- Incentive compensation plan
- Discretionary profit sharing bonus program