About this role
Senior Financial Consultant--Wealth Management (Greensboro/Winston Salem) at Atlantic Union Bank. Location: Greensboro, North Carolina, United States. Role: counseling customers, managing relationships, performing research Requirements: 5+ years in investment services, FINRA Series 7 and Series 66 (or 63 and 65), Virginia life & annuities license, bachelor’s degree preferred, strong sales, analytical and Microsoft Office skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office Certifications: series 7, series 66, series 63, series 65, virginia life and annuities, awma, cfp, bls Commitment: Full Time Workplace: Onsite Languages: English