Sandy Spring Bancorp

2 months ago

Senior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria)

✓ 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 managing client goals, building and maintaining relationships, and advising on topics such as retirement, tax, education, income, risk, suitability, and objectives. Serve as a fiduciary under Regulation Best Interest (Reg BI), perform investment research and portfolio analysis, and execute securities transactions. Develop annual personal business plans with branch partnership strategies and support local branch teams through coaching and referrals.

Location: Alexandria, Washington

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Counsel customers on retirement, tax, education, income, risk management, suitability, and investment objectives.
•Adhere to Regulation Best Interest (Reg BI) and act as a fiduciary for clients in advisory relationships.
•Acquire, expand, and maintain client relationships through business development, client networking, and internal partnerships.
•Purchase and sell securities and perform investment research, allocation analysis, and portfolio evaluations to support recommendations.
•Develop annual business plans, monitor production activity to meet sales goals, and represent the company in the community to grow business.

Pay and Benefits

Perks:Profit SharingCommission

Key Requirements

•Bachelor’s degree in a business-related discipline (preferred).
•Minimum 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 services

Education:Bachelor's

Skills:Customer serviceNegotiationCommunicationSalesAnalytical thinking

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

Certifications:CFPAWMA

Tech Stack:Microsoft OfficeOnline 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

2 months ago

Senior Financial Consultant--Wealth Management (Bethesda/DC/Alexandria)

✓ 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: Alexandria, Washington

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Counsel customers on retirement, tax, education, income, risk management, suitability, and investment objectives.
•Adhere to Regulation Best Interest (Reg BI) and act as a fiduciary for clients in advisory relationships.
•Acquire, expand, and maintain client relationships through business development, client networking, and internal partnerships.
•Purchase and sell securities and perform investment research, allocation analysis, and portfolio evaluations to support recommendations.
•Develop annual business plans, monitor production activity to meet sales goals, and represent the company in the community to grow business.

Pay and Benefits

Perks:Profit SharingCommission

Key Requirements

•Bachelor’s degree in a business-related discipline (preferred).
•Minimum 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 services

Education:Bachelor's

Skills:Customer serviceNegotiationCommunicationSalesAnalytical thinking

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

Certifications:CFPAWMA

Tech Stack:Microsoft OfficeOnline 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