Associate Financial Consultant

Atlantic Union Bank

Associate Financial Consultant role focused on client relationship management and financial planning. Training across various functions within the Atlantic Union Financial Consultants team.

Posted 6/16/2026full-timeGreensboro • North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $51,650 - $77,487 per yearWebsite

About the role

Key responsibilities & impact

The Associate Financial Consultant (AFC) position is part of the Atlantic Union Financial Consultants Team Development Program.
This position will spend time learning and cross-training in a variety of roles to provide exposure, competence and proficiency in the required skills and systems to position the team member to be a Financial Consultant either on a team with a Senior Financial Consultant or Wealth Financial Consultant at the end of the 24-36 month program.
During the time that a team member is in the AUFC AFC role they may spend time in three distinct phases.
Phase 1 – Licensing and Support, if individual is not currently licensed, they will be responsible for becoming fully licensed in first 120 days of employment.
They may assist Senior/Wealth Financial Consultants, ensure outstanding client experience, maintain client needs for brokerage and direct accounts, and adhere to company policies and regulations.
Phase 2 – Providing advice and guidance, overall management of client relationships ensuring high quality service and financial planning.
Phase 3 – Manage an assigned book of business ensuring continuity of high-quality service, financial planning, and solution delivery.

Requirements

What you’ll need

Bachelor’s degree, in a business related discipline preferred.
Two years of experience in the investment services or the financial services industry preferred.
Within 120 days of employment – successfully obtain the following required licenses: Securities Industry Essentials exam (SIE) Series 7 Series 66 or Series 63 and 65 Virginia State Life and Health Insurance license.
Ability to multi-task and establish priorities.
Excellent customer service skills.
Proficient computer skills relevant to Microsoft Office Suites and on-line systems.
Advanced math and analytical skills.
Excellent written, oral, interpersonal, and negotiating skills with ability to provide information and courteous responses to requests from clients, teammates and others.
Working knowledge of standard office equipment (phone, copier, fax, and printer/scanner) and general office procedures.
In-depth knowledge of investment concepts, terminology, procedures and related regulations.
Demonstrated ability to sell and negotiate financial products.
Ability to work with minimum supervision.

Benefits

Comp & perks

Health insurance
Retirement plans
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Securities Industry Essentials examSeries 7Series 66Series 63Series 65Virginia State Life and Health Insurance licensefinancial planninginvestment conceptsanalytical skillscustomer service

Soft Skills

multi-taskingestablishing prioritieswritten communicationoral communicationinterpersonal skillsnegotiating skillscourteous responsesability to work with minimum supervision

Certifications

Securities Industry Essentials examSeries 7Series 66Series 63Series 65Virginia State Life and Health Insurance license