Financial Planner: Client Advisory & Retirement Planning
Job in
McLean, Fairfax County, Virginia, USA
Listed on 2026-05-24
Listing for:
Atlantic Union Bank
Full Time
position Listed on 2026-05-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Banking & Finance, Financial Services
Job Description & How to Apply Below
Atlantic Union Bank is seeking a Financial Planner in McLean, Virginia. This role involves developing financial plans with senior management, providing support for retirement plan consulting, and managing client relationships. Candidates should possess a bachelor's degree and relevant financial certifications, with 2-4 years of financial services experience. Strong communication, analytical, and client service skills are essential.
The position requires proficiency in financial software and tools and offers the opportunity to impact client financial strategies positively.
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