Davita Inc.
Senior Financial Consultant (Madison/Orange/Culpeper/Locust Grove)
Davita Inc., Virginia, Minnesota, United States, 55792
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. Adhere to Regulation Best Interest (Reg BI) and act 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 meet customer needs and objectives. Develop and maintain a personal business plan annually, outlining revenue and asset growth goals, partnership strategies, and prospecting ideas. Build and maintain high-quality relationships with clients and prospects. Maintain and service current customer accounts by answering questions, evaluating portfolios, providing investment recommendations, and liaising with operational units. Perform investment-related research on products, markets, and the economy. Conduct investment allocation analysis to evaluate customer portfolios. Incorporate new technology and solutions into practice management. Monitor sales activity and ensure individual sales goals are met. Represent the company in the community through civic and non-profit organizations to promote and develop new business. Communicate the value proposition to clients, prospects, and partners. Educate and engage branch team members through coaching and feedback on referrals. Partner with branch and other teams when non-investment needs are identified. Adhere to all policies, procedures, laws, and regulations governing the 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 & Experience Bachelor's degree in a business-related discipline preferred. Minimum of five years in the investment services industry. FINRA registrations including Series 7 and Series 66 (or Series 63 and 65 in lieu of Series 66) and State of Virginia life insurance and annuities licenses. AWMA or CFP designations preferred. Knowledge & Skills Deep knowledge of investment concepts, procedures, and regulations. Ability to sell and negotiate financial products. Proficiency in Microsoft Office and online systems. Strong math and analytical skills. Excellent customer service and communication skills. Ability to work independently. Learn more about our Atlantic Union Financial Consultants division at
https://www.raymondjames.com/aufc/ . This role is commission-based and may include incentive or profit-sharing bonuses. Benefits details are available at
https://www.atlanticunionbank.com/about/careers/benefits . We are an Equal Employment Opportunity employer and maintain a drug-free workplace.
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Counsel customers on investment-related topics including retirement planning, tax planning, education planning, income management, risk management, suitability, and investment objectives. Adhere to Regulation Best Interest (Reg BI) and act 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 meet customer needs and objectives. Develop and maintain a personal business plan annually, outlining revenue and asset growth goals, partnership strategies, and prospecting ideas. Build and maintain high-quality relationships with clients and prospects. Maintain and service current customer accounts by answering questions, evaluating portfolios, providing investment recommendations, and liaising with operational units. Perform investment-related research on products, markets, and the economy. Conduct investment allocation analysis to evaluate customer portfolios. Incorporate new technology and solutions into practice management. Monitor sales activity and ensure individual sales goals are met. Represent the company in the community through civic and non-profit organizations to promote and develop new business. Communicate the value proposition to clients, prospects, and partners. Educate and engage branch team members through coaching and feedback on referrals. Partner with branch and other teams when non-investment needs are identified. Adhere to all policies, procedures, laws, and regulations governing the 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 & Experience Bachelor's degree in a business-related discipline preferred. Minimum of five years in the investment services industry. FINRA registrations including Series 7 and Series 66 (or Series 63 and 65 in lieu of Series 66) and State of Virginia life insurance and annuities licenses. AWMA or CFP designations preferred. Knowledge & Skills Deep knowledge of investment concepts, procedures, and regulations. Ability to sell and negotiate financial products. Proficiency in Microsoft Office and online systems. Strong math and analytical skills. Excellent customer service and communication skills. Ability to work independently. Learn more about our Atlantic Union Financial Consultants division at
https://www.raymondjames.com/aufc/ . This role is commission-based and may include incentive or profit-sharing bonuses. Benefits details are available at
https://www.atlanticunionbank.com/about/careers/benefits . We are an Equal Employment Opportunity employer and maintain a drug-free workplace.
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