Senior Financial Consultant--Wealth Management (Annapolis/Edgewater/Pasadena/Glen Burnie)

Provide investment solutions to individuals and businesses while managing client goals, objectives, and long-term relationships. Partner with Atlantic Union Bank branches to grow and deepen client accounts through networking, business development, and portfolio-focused advisory. Counsel clients on topics such as retirement, tax, education, income, and risk using investment research and allocation analysis, while adhering to Reg BI and fiduciary standards. Maintain sales goals, business planning, and educate branch teams on referrals.