Sandy Spring Bancorp

5 months ago

Financial Consultant II (Williamsburg)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Provide investment solutions to individuals and businesses by managing client goals, maintaining long-term relationships, and advising on retirement, tax, education, income, risk, suitability, and investment objectives. Serve as a fiduciary and follow Regulation Best Interest (Reg BI), grow assets and revenue through business development and networking, research products/markets, evaluate portfolios, and meet individual sales goals while partnering with bank branches and internal teams.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Counsel customers on investment topics including retirement, tax, education, income management, risk management, and suitability.
•Adhere to Regulation Best Interest (Reg BI) and act as a fiduciary in advisory relationships.
•Acquire, expand, and maintain client relationships through business development, networking, and internal partnerships.
•Purchase and sell securities as needed to meet customer needs and evolving objectives.
•Develop and maintain an annual business plan, perform investment research and allocation analysis, and monitor production activity to meet sales goals.

Key Requirements

•Bachelor’s degree in a business-related discipline (preferred).
•Two to four years of investment services experience or five+ years in financial services (preferred).
•FINRA registrations including Series 7 and Series 66 (or Series 63 and 65 in lieu of Series 66), plus State of Virginia life insurance and annuities licenses.
•AAMS, AWMA, or CFP designations (preferred).
•In-depth knowledge of investment concepts and regulations, strong customer service, and ability to sell and negotiate financial products.

Experience:Financial servicesInvestment services

Education:Bachelor's

Skills:Customer serviceNegotiation skillsInterpersonal skillsWritten communicationAnalytical thinking

Licenses:State of Virginia life insurance licenseState of Virginia annuities license

Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65AAMSAWMACFP

Tech Stack:Microsoft OfficeMicrosoft Office SuitesTeamsOnline systems

Company Brief

Sandy Spring Bancorp

Bank holding company for Sandy Spring Bank, providing commercial and personal banking, lending, treasury management, and wealth services across the Mid-Atlantic region. Serves businesses, individuals, and nonprofit organizations through a branch and digital banking network.

Industry: Banking

Company Size: Large (251 to 1,000 employees)

Revenue: USD 100M to 250M

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Olney, United States

Founded: 1868

Website LinkedIn

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Sandy Spring Bancorp

5 months ago

Financial Consultant II (Williamsburg)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Counsel customers on investment topics including retirement, tax, education, income management, risk management, and suitability.
•Adhere to Regulation Best Interest (Reg BI) and act as a fiduciary in advisory relationships.
•Acquire, expand, and maintain client relationships through business development, networking, and internal partnerships.
•Purchase and sell securities as needed to meet customer needs and evolving objectives.
•Develop and maintain an annual business plan, perform investment research and allocation analysis, and monitor production activity to meet sales goals.

Key Requirements

•Bachelor’s degree in a business-related discipline (preferred).
•Two to four years of investment services experience or five+ years in financial services (preferred).
•FINRA registrations including Series 7 and Series 66 (or Series 63 and 65 in lieu of Series 66), plus State of Virginia life insurance and annuities licenses.
•AAMS, AWMA, or CFP designations (preferred).
•In-depth knowledge of investment concepts and regulations, strong customer service, and ability to sell and negotiate financial products.

Experience:Financial servicesInvestment services

Education:Bachelor's

Skills:Customer serviceNegotiation skillsInterpersonal skillsWritten communicationAnalytical thinking

Licenses:State of Virginia life insurance licenseState of Virginia annuities license

Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65AAMSAWMACFP

Tech Stack:Microsoft OfficeMicrosoft Office SuitesTeamsOnline systems

Company Brief

Sandy Spring Bancorp

Industry: Banking

Company Size: Large (251 to 1,000 employees)

Revenue: USD 100M to 250M

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Olney, United States

Founded: 1868

Website LinkedIn