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

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Atlantic Union Bank
📍 Warrenton, United States
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Location Warrenton
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Posted June 13, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

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.

  • ...

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    📍 Location Details

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    City
    Warrenton
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    Country
    United States
    🚗
    Commute
    Local Area

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