Senior Financial Consultant Orange​/Culpeper​/Locust Grove

1 Month ago

Madison, West Virginia, United States

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Job Description

The job post is for a Senior Financial Consultant at Atlantic Union Bank in Madison, WV. Responsibilities include providing investment solutions to individuals and businesses, managing client relationships, adhering to regulations, acquiring and maintaining client relationships, conducting investment research, and meeting sales goals. Qualifications include a bachelor's degree, at least five years of experience in the investment services industry, FINRA registrations, and knowledge of investment concepts and regulations. Preferred designations include AWMA or CFP.

Atlantic Union Bank


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