Williamsburg, VA30+ days ago
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. In addition, as part of AUIC, the team member will act as liaison for back-office operations and local branch client-based project management activities to which assigned, including handling incoming client calls, general servicing, compliance, retention, and managing goals and objectives.