Atlantic Union Bank
Hybrid Wealth Management: Registered Client Assistant III
Atlantic Union Bank, Fredericksburg, Virginia, us, 22403
A regional financial institution seeks a Registered Client Assistant III in Wealth Management to act as a liaison between clients and Financial Advisors. Responsibilities include ensuring excellent client experiences, maintaining client needs, and compiling necessary reports. The ideal candidate has 5-7 years in financial services, with 2+ years as a Registered Client Assistant and required FINRA registrations. This full-time hybrid position offers a competitive salary range of $49,190 to $73,797 USD.
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