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Senior Wealth Advisor - Investment & Client
Job in
Annapolis, Anne Arundel County, Maryland, 21403, USA
Listed on 2026-06-26
Listing for:
Atlantic Union Bank
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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