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Financial Advisor

Hybrid Wealth Management: Registered Client Assistant III

Job in Fredericksburg, Stafford County, Virginia, 22403, USA
Listing for: Atlantic Union Bank
Full Time position
Listed on 2026-01-09
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 49190 - 73797 USD Yearly USD 49190.00 73797.00 YEAR
Job Description & How to Apply Below
A regional financial institution seeks a Registered Client Assistant III in Wealth Management to act as a liaison between clients and Financial Advisors. Responsibilities include ensuring excellent client experiences, maintaining client needs, and compiling necessary reports. The ideal candidate has 5-7 years in financial services, with 2+ years as a Registered Client Assistant and required FINRA registrations. This full-time hybrid position offers a competitive salary range of $49,190 to $73,797 USD.
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