About this role
Senior Financial Consultant--Wealth Management (Fairfax/McLean/Woodbridge/Vienna/Springfield) at Atlantic Union Bank. Location: Fairfax or McLean or Woodbridge or Vienna or Springfield or Warrenton. Role: counseling customers, managing relationships, selling securities Requirements: Bachelor's degree preferred, minimum 5 years in investment services, Series 7 and Series 66 (or 63 and 65) and Virginia life & annuities licenses required; AWMA/CFP preferred; Microsoft Office proficiency and strong sales/analytical 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 Commitment: Full Time Workplace: Field Languages: English