15 hours ago

Senior Financial Consultant (Elizabeth City, NC Market)

✓ 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 advising clients on retirement, tax, education, income, risk, suitability, and investment objectives. Serve as a fiduciary under Reg BI, manage and grow client relationships through business development with assigned Atlantic Union Bank branches, and purchase/sell securities when objectives change. Perform market and product research, analyze portfolios, meet individual sales goals, and partner with branch teams when non-investment needs arise.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Counsel customers on investment topics including retirement planning, tax planning, education planning, income management, risk management, suitability, and investment objectives.
•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 line-of-business partnerships.
•Purchase and sell securities and provide investment recommendations based on customer needs and changing objectives.
•Conduct investment research and portfolio allocation analysis; maintain and service customer accounts and liaise with operational units.

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) and State of Virginia life insurance and annuities licenses.
•AWMA or CFP designations preferred.
•In-depth knowledge of investment concepts and regulations, plus strong customer service, selling/negotiation, and analytical skills.

Experience:5+ yearsInvestment services

Education:Bachelor's

Skills:Customer serviceNegotiationInterpersonal communicationWritten communicationOral communicationSalesAnalytical thinkingMathematical problem-solving

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

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

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

15 hours ago

Senior Financial Consultant (Elizabeth City, NC Market)

✓ 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 planning, tax planning, education planning, income management, risk management, suitability, and investment objectives.
•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 line-of-business partnerships.
•Purchase and sell securities and provide investment recommendations based on customer needs and changing objectives.
•Conduct investment research and portfolio allocation analysis; maintain and service customer accounts and liaise with operational units.

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) and State of Virginia life insurance and annuities licenses.
•AWMA or CFP designations preferred.
•In-depth knowledge of investment concepts and regulations, plus strong customer service, selling/negotiation, and analytical skills.

Experience:5+ yearsInvestment services

Education:Bachelor's

Skills:Customer serviceNegotiationInterpersonal communicationWritten communicationOral communicationSalesAnalytical thinkingMathematical problem-solving

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

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

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