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Senior Financial Consultant (Madison / Culpeper / Locust Grove)
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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.
- Adheres to Regulation Best Interest (Reg BI) and acts as a fiduciary for the client in all advisory relationships.
- Incorporate new technology and solutions into their practice management.
- Represent the company within the community through various civic and non-profit organizations to promote and develop new business.
- This position reports to the AUFC Managing Director with a dotted line to the AUFC Branch Manager
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