Sandy Spring Bancorp

1 month ago

Senior Financial Consultant--Wealth Management (Fairfax/McLean/Woodbridge/Vienna/Springfield)

✓ 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 for individuals and businesses by counseling clients on retirement, tax, education, income and risk planning, while adhering to Reg BI and fiduciary standards. Build and expand client relationships through business development, networking and partnerships with Atlantic Union Bank branch teams. Research products and markets, analyze portfolios, recommend and execute securities transactions, and manage a personal growth plan to meet revenue and sales goals.

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, suitability and investment objectives.
•Maintain compliance with Regulation Best Interest (Reg BI) and act as a fiduciary in advisory relationships.
•Acquire, expand and maintain client relationships through business development, client networking and internal partnerships.
•Research investment products, markets and the economy; perform portfolio and investment allocation analysis to support recommendations.
•Develop and maintain a personal business plan and monitor production activity to meet revenue and individual sales goals.

Key Requirements

•Bachelor’s degree in a business-related discipline (preferred).
•Minimum of five years of experience in the investment services industry.
•FINRA registrations including Series 7 and Series 66 (or Series 63 and 65 in lieu of Series 66).
•State of Virginia life insurance and annuities licenses.
•AWMA or CFP designations (preferred).

Experience:Investment servicesWealth managementFinancial services

Education:Bachelor's in business related discipline

Skills:Customer serviceNegotiationWritten communicationOral communicationAbility to work independently

Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Virginia life insurance licenseVirginia annuities license

Certifications:AWMACFP

Tech Stack:Microsoft Office SuitesOnline 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

1 month ago

Senior Financial Consultant--Wealth Management (Fairfax/McLean/Woodbridge/Vienna/Springfield)

✓ 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, suitability and investment objectives.
•Maintain compliance with Regulation Best Interest (Reg BI) and act as a fiduciary in advisory relationships.
•Acquire, expand and maintain client relationships through business development, client networking and internal partnerships.
•Research investment products, markets and the economy; perform portfolio and investment allocation analysis to support recommendations.
•Develop and maintain a personal business plan and monitor production activity to meet revenue and individual sales goals.

Key Requirements

•Bachelor’s degree in a business-related discipline (preferred).
•Minimum of five years of experience in the investment services industry.
•FINRA registrations including Series 7 and Series 66 (or Series 63 and 65 in lieu of Series 66).
•State of Virginia life insurance and annuities licenses.
•AWMA or CFP designations (preferred).

Experience:Investment servicesWealth managementFinancial services

Education:Bachelor's in business related discipline

Skills:Customer serviceNegotiationWritten communicationOral communicationAbility to work independently

Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65Virginia life insurance licenseVirginia annuities license

Certifications:AWMACFP

Tech Stack:Microsoft Office SuitesOnline 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