Senior Investment Advisor & Planning Specialist
Listed on 2026-11-05
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Atlantic Union Bank is seeking a Senior Financial Consultant to provide investment solutions and build long-term client relationships in partnership with local branches. The role focuses on retirement, education, and wealth planning, while maintaining regulatory compliance and fiduciary duties.
Responsibilities include portfolio analysis, securities transactions, business development, and educating branch teams.
The Senior Investment Advisor & Planning Specialist role at Atlantic Union Bank is now open for applications in Middleburg, VA, United States.
As a Senior Investment Advisor & Planning Specialist, you will play an important part at Atlantic Union Bank in Middleburg, VA, United States.
We invite applications for the Senior Investment Advisor & Planning Specialist position located in Middleburg, VA, United States.
The following opening is for a Senior Investment Advisor & Planning Specialist with Atlantic Union Bank.
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