This position is 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
- Adheres to Regulation Best Interest (Reg BI) and acts as a fiduciary for the client
- Acquire, expand and maintain client relationships
- Purchase and sell securities
- Annually develop and maintain a personal business plan
- Builds and maintains 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
- Monitor production activity
- Represent the company within the community
- Understands and communicates their value proposition
- Educate and engage local Atlantic Union Bank branch team members
- Partner with branch and other line of business teammates
Benefits
- Commission based opportunity
- Incentive compensation plan
- Discretionary profit sharing bonus program
- Comprehensive benefits package