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Atlantic Union Financial Consultants LLC

Senior Wealth Advisor - Investment Solutions

middleburg, VA

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About this opportunity

Atlantic Union Financial Consultants LLC lists this Senior Wealth Advisor - Investment Solutions opportunity in middleburg, Virginia. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Atlantic Union Financial Consultants seeks a Senior Financial Consultant to provide investment solutions and manage client goals in a hybrid Middleburg, VA environment. You will partner with bank branches to expand relationships and deliver tailored portfolios.

The role requires five years in investment services, FINRA licenses, and a bachelor’s degree. Strong sales, communication, and analytical skills are essential, with compensation largely commission-based and eligibility for incentive plans.

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Worksite address

middleburg, VA, 22117, US

Who can apply

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