Senior Financial Consultant (Wildwood/Bethesda) This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consultant position actively partners with Atlantic Union Bank branches. Position Accountabilities Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives. Adheres to Regulation Best Interest (Reg BI) and acts as a fiduciary for the client in all advisory relationships. Acquire, expand and maintain client relationships through, business development, client networking and partnering with internal lines of business. Purchase and sell securities to corporations, banks, individuals, partnerships, foundations or trust customers which meet their needs and/or when customer objectives change or need arises. Annually develop and maintain a personal business plan that identifies revenue and asset under management growth goals, outlines partnership strategies with assigned bank branches, incorporates planning for target households, identifies ideas to prospect for new customers and further deepen relationships with existing customers. Builds and maintains high quality relationships with clients and prospects. Maintain and service current customer accounts by answering questions about the market, evaluating the customer's portfolio, giving investment recommendations and acting as a liaison with operational units. Perform investment related research on products, the market and the economy. Perform investment allocation analysis to evaluate customer portfolios. Incorporate new technology and solutions into their practice management. Monitor production activity and ensure individual sales goals are met. Represent the company within the community through various civic and non-profit organizations to promote and develop new business. Understands and communicates their value proposition to clients, prospects and partners. Educate and engage local Atlantic Union Bank branch team members through use of huddles, individual coaching and providing feedback on referrals received. Partner with branch and other line of business teammates when non-investment needs are identified. Adhere to all company policies, procedures and practices, as well as applicable laws and regulations governing bank, Atlantic Union Financial Consultants and products offered. Organizational Relationship This position reports to the AUFC Managing Director with a dotted line to the AUFC Branch Manager Position Qualifications Education
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