Senior Financial Consultant (Montgomery Village)

This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consultant position actively partners with Atlantic Union Bank branches.

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
• Represent the company within the community

Benefits

• Commission based opportunity
• Applicable incentive compensation plan
• Discretionary profit sharing bonus program
• Comprehensive benefits package