Financial Advisor (Wealth Management) (Purcellville/Middleburg)


This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. In market candidates strongly preferred! Assigned territory will be Leesburg, Purcellville, Middleburg and Ashburn.

Position Accountabilities

  • Counsel customers on investment related topics including retirement planning, tax planning, income management, suitability and investment objectives.
  • 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.
  • Develop and maintain a personal marketing plan to identify target markets, prospect new customers and further develop individual portfolio of existing customers.
  • 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.
  • 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.
  • Partner with branch teammates and other sales teammates to capitalize on cross-selling opportunities.
  • Adhere to all company policies, procedures and practices, as well as applicable laws and regulations governing bank, Atlantic Union Investment Services, Inc. and products offered.

Organizational Relationship

This position reports to the Branch Manager.

Position Qualifications

Education & Experience

  • Bachelor's degree in a business related discipline.
  • Minimum of five years of experience in investment services industry.
  • FINRA registrations to include Series 7, 63, and 65 and State of Virginia life insurance and annuities licenses.

Knowledge & Skills

  • In-depth knowledge of investment concepts, terminology, procedures and related regulations,
  • Demonstrated ability to sell and negotiate financial products.
  • Proficient computer skills relevant to Microsoft Office Suites and on-line systems.
  • Advanced math and analytical skills with the ability to perform complex mathematical calculations.
  • Excellent customer service skills.
  • Excellent written, oral, interpersonal, and negotiating skills with the ability to recognize and respond to sales opportunities and deliver persuasive sales presentations,
  • Ability to work with minimum supervision.

We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.


Personal Financial Advisors


Bachelor's Degree


5 to 20+ years

Job type

Full time

Purcellville, VA 20132, US
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