Senior Financial Consultant (Raleigh, NC Market)

Provide investment solutions for individuals and businesses while managing client goals and maintaining long-term client relationships. Partner with Atlantic Union Bank branches to acquire, expand, and service customer accounts through business development and networking. Counsel clients on retirement, tax, education, risk, and suitability topics; conduct investment research and portfolio allocation analysis; and drive individual sales goals while ensuring Reg BI and fiduciary standards are met.