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Senior Financial Consultant (Madison/Orange/Culpeper/Locust Grove) Job Category : Wealth Management Requisition Number : SENIO008341 Apply now Posted: January 14, 2025 Full-Time Hybrid Locations Showing 1 location Madison Branch 1174 North Main Street Madison, VA 22727, USA Culpeper North Branch 717 James Madison Hwy Culpeper, VA 22701, USA Orange Branch 134 West Main Street Orange, VA 22960, USA Locust Grove Branch 36081 Goodwin Drive Locust Grove, VA 22508, USA 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 Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability, and investment objectives. Adhere to Regulation Best Interest (Reg BI) and act 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. Build and maintain 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. Understand and communicate 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. Organizational Relationship This position reports to the AUFC Managing Director with a dotted line to the AUFC Branch Manager. Position Qualifications Education & Experience Bachelor’s degree in a business-related discipline preferred. Minimum of five years of experience in the investment services industry. FINRA registrations to include Series 7 and Series 66 (or Series 63 and 65 in lieu of Series 66) and State of Virginia life insurance and annuities licenses. AWMA or CFP designations preferred. Knowledge & Skills 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 online systems. Advanced math and analytical skills with the ability to perform complex mathematical calculations. 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. 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 here . We are proud to be an EEO/AA, Minority/Female/Disability/Veteran employer. We maintain a drug-free workplace. #J-18808-Ljbffr