About this role
Senior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria) at Atlantic Union Bank. Location: Alexandria or Bethesda or Washington. Role: Counsel clients on investments, Acquire and maintain client relationships, Purchase and sell securities Requirements: Five+ years in investment services; FINRA Series 7 and 66 (or 63/65 in lieu); Virginia life insurance and annuities licenses; Bachelor's degree in business; AWMA or CFP preferred. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office Certifications: series 7, series 66, virginia life insurance and annuitiess Commitment: Full Time Workplace: Onsite Languages: English