Atlantic Union Bank
The Financial Consultant II provides investment solutions to individuals and businesses, managing client goals, objectives, and relationships. The role involves counseling clients on retirement, tax, education, and risk planning, as well as purchasing and selling securities, conducting research, and supporting branch teams.
Atlantic Union Bank offers personal and business banking, loans, mortgages, and wealth management services across the Mid-Atlantic.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Atlantic Union Bank.
Atlantic Union Bank didn’t post a salary, so this is our estimate from similar listings.
8% above the average for this role