Registered Client Assistant III--Wealth Management; Richmond, Fredericksburg, Christiansburg, C

Registered Client Assistant III – Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)

Join Atlantic Union Bank as a Registered Client Assistant III – Wealth Management.

• Assists Financial Advisors.
• Ensure that each customer receives outstanding client experience.
• Maintain and service client needs for both brokerage and direct accounts.
• Communicate with teammates inside and others outside the corporation to exchange information and/or provide customer service.
• Establish, maintain and update department files and/or client files and records.
• Compile data and perform moderate mathematical calculations such as preparing reports and correspondence as needed.
• Adhere to all company policies, procedures and practices, as well as applicable laws and regulations governing bank, Atlantic Union Financial Consultants and products offered.
• Mentor Client Assistant I & II positions.
• Other duties as assigned, including tasks that support essential functions; may be changed or redesigned.

This position reports to the Lead Client Assistant.

• High School diploma; or equivalent; higher education degree preferred.
• Minimum of 5-7 years of experience in financial services industry.
• 2+ years as a Registered Client Assistant (required).
• FINRA registrations to include SIE, Series 7 or 6 and 63 (required).
• Virginia life insurance and annuities licenses (required).

• Ability to multi-task and establish priorities.
• Excellent customer service skills.
• Proficient computer skills relevant to Microsoft Office Suites and online systems.
• Advanced math and analytical skills.
• Excellent written, oral, interpersonal, and negotiating skills with ability to provide information and courteous responses to requests from clients, teammates and others.
• Working knowledge of standard office equipment (phone, copier, fax, and printer/scanner) and general office procedures.
• Ability to work with minimum supervision.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in an applicable incentive compensation plan or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found at

We are proud to be an Equal Employment Opportunity employer. We maintain a drug‑free workplace.