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Senior Investment Advisor: Client & Planning
Job in
Olney, Montgomery County, Maryland, 20830, USA
Listed on 2026-04-29
Listing for:
Atlantic Union Bank
Full Time
position Listed on 2026-04-29
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Atlantic Union Bank is seeking a Senior Financial Consultant in Olney, Maryland. In this role, you will provide investment solutions to clients, manage client relationships, and ensure adherence to regulations. A bachelor's degree and a minimum of five years in the investment services industry are required, along with necessary FINRA registrations. The role involves a commission-based compensation structure and opportunities for bonuses.
Excellent customer service and analytical skills are essential.
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Position Requirements
10+ Years
work experience
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