Senior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria)
Atlantic Union BankAlexandria, Virginia, United States • Bethesda, Maryland, United States • Washington, District of Columbia, United States
Posted December 22, 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--Wealth Management position 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)
- Acquire, expand and maintain client relationships
- Purchase and sell securities
- Maintain and service current customer accounts
- Perform investment related research
- Monitor production activity and ensure individual sales goals are met
- Represent the company within the community
- Educate and engage local Atlantic Union Bank branch team members
Benefits
- Commission based opportunity
- Incentive compensation plan
- Discretionary profit sharing bonus program
- Comprehensive benefits package