- Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.
- Adheres to Regulation Best Interest (Reg BI) and acts as a fiduciary for the client in all advisory relationships.
- Acquire, expand and maintain client relationships through, business development, client networking and partnering with internal lines of business.
- Purchase and sell securities to corporations, banks, individuals, partnerships, foundations or trust customers which meet their needs and/or when customer objectives change or need arises.
- Annually develop and maintain a personal business plan that identifies revenue and asset under management growth goals, outlines partnership strategies with assigned bank branches, incorporates planning for target households, identifies ideas to prospect for new customers and further deepen relationships with existing customers.
- Builds and maintains high quality relationships with clients and prospects.
- Maintain and service current customer accounts by answering questions about the market, evaluating the customer's portfolio, giving investment recommendations and acting as a liaison with operational units.
- Perform investment related research on products, the market and the economy.
- Perform investment allocation analysis to evaluate customer portfolios
- Incorporate new technology and solutions into their practice management.
- Monitor production activity and ensure individual sales goals are met.
- Represent the company within the community through various civic and non-profit organizations to promote and develop new business.
- Understands and communicates their value proposition to clients, prospects and partners.
- Educate and engage local Atlantic Union Bank branch team members through use of huddles, individual coaching and providing feedback on referrals received.
- Partner with branch and other line of business teammates when non-investment needs are identified.
- Adhere to all company policies, procedures and practices, as well as applicable laws and regulations governing bank, Atlantic Union Financial Consultants and products offered.
- Bachelor's degree, in a business related discipline preferred
- Minimum of five years of experience in investment services industry.
- FINRA registrations to include Series 7 and Series 66 (or Series 63and 65 in lieu of Series 66) and State of Virginia life insurance and annuities licenses.
- AWMA or CFP designations preferred.
- In-depth knowledge of investment concepts, terminology, procedures and related regulations,
- Demonstrated ability to sell and negotiate financial products.
- Proficient computer skills relevant to Microsoft Office Suites and on-line systems.
- Advanced math and analytical skills with the ability to perform complex mathematical calculations.
- Excellent customer service skills.
- Excellent written, oral, interpersonal, and negotiating skills with the ability to recognize and respond to sales opportunities and deliver persuasive sales presentations,
- Ability to work with minimum supervision.
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Senior Financial Consultant - Culpeper, United States - Atlantic Union Bank
Description
This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consultant position actively partners with Atlantic Union Bank branches.
Position Accountabilities
Organizational Relationship
This position reports to the AUFC Managing Director with a dotted line to the AUFC Branch Manager
Position Qualifications
Education & Experience
Knowledge & Skills
This role is a commission based opportunity. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting
We are proud to be an EEO/AA, Minority/Female/Disability/Veteran employer. We maintain a drug-free workplace.
