Sandy Spring Bancorp

2 months ago

Senior Financial Consultant--Wealth Management (Warrenton/Middleburg/Front Royal)

✓ 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 wealth management investment solutions for individuals and businesses by advising on retirement, tax, education, income, and risk planning. Build and expand client relationships with Atlantic Union Bank branch partners, conduct investment and portfolio research/analysis, and make appropriate securities recommendations aligned to client objectives under Reg BI. Manage an annual business plan, meet sales goals, incorporate new practice technologies, and represent the company through community outreach and referral education.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Counsel clients on investment topics including retirement planning, tax planning, education planning, income management, and risk management, ensuring suitability and objectives are met.
•Adhere to 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 line-of-business partnering.
•Purchase and sell securities that meet customer needs as objectives change; provide market and portfolio evaluation and investment recommendations.
•Develop and maintain an annual personal business plan, monitor production/sales goals, incorporate new practice technologies, and represent the company in the community.

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 in business-related discipline

Skills:Customer serviceNegotiationCommunicationInterpersonal skillsAbility to work independently

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

2 months ago

Senior Financial Consultant--Wealth Management (Warrenton/Middleburg/Front Royal)

✓ 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: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Counsel clients on investment topics including retirement planning, tax planning, education planning, income management, and risk management, ensuring suitability and objectives are met.
•Adhere to 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 line-of-business partnering.
•Purchase and sell securities that meet customer needs as objectives change; provide market and portfolio evaluation and investment recommendations.
•Develop and maintain an annual personal business plan, monitor production/sales goals, incorporate new practice technologies, and represent the company in the community.

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 in business-related discipline

Skills:Customer serviceNegotiationCommunicationInterpersonal skillsAbility to work independently

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