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