Senior Financial Consultant (Fredericksburg Market)

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