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Atlantic Union Bank

Senior Wealth Advisor - Investment & Client Growth

annapolis, MD

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About this opportunity

Atlantic Union Bank lists this Senior Wealth Advisor - Investment & Client Growth opportunity in annapolis, Maryland. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Atlantic Union Bank is seeking a Senior Financial Consultant based in Annapolis, MD. In this full-time hybrid role, you'll provide investment solutions to clients, manage client relationships, and adhere to fiduciary responsibilities while consulting on investment topics.

The ideal candidate will possess a Bachelor's degree and at least five years of experience in the investment services industry, along with appropriate FINRA registrations. Strong sales and negotiation skills are essential, along with the ability to work independently.

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Worksite address

annapolis, MD, 21403, US

Who can apply

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