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