Fiduciary Advisor

Fiduciary Advisor

This full-time, hybrid career opportunity is based out of Century Boulevard location in Wyomissing, PA, our Corporate headquarters in Lancaster, or downtown York. The primary responsibility of this position is to manage complex fiduciary client relationships and accounts with demonstrated proficiency, sound judgement and fiduciary discretion, while serving as relationship manager, advisor and consultant. The incumbent in this position is the primary point of contact for these clients and will coordinate a team of product and service experts to aid in recommending and delivering financial solutions in order to attract, retain and grow these relationships. The incumbent functions independently while managing complex fiduciary oriented relationships (and affluent / core wealth relationships as assigned) and is directly responsible for client retention, satisfaction, administration and revenue maintenance.

Responsibilities include :

• Leading the delivery of a consistent and integrated client experience through superior execution against Fulton's value proposition for FFA clients.
• Executing consistent, accurate and timely client service delivery in collaboration with internal partners to meet client expectations and enhance client satisfaction.
• Developing activities and initiatives to retain and expand client relationships and increase fee revenue to Fulton Financial Advisors.
• Ensuring assigned accounts are administered within the terms and conditions of the governing account documents.
• Completing all required reviews and reports in a timely and accurate manner.
• Reviewing and analyzing assigned accounts for their efficient and effective operation.
• Building client confidence while maintaining trust principals and FFA's fiduciary responsibility.
• Conferring with client contacts and internal partners to respond to inquiries concerning fiduciary services, investments and administrative matters, and address routine problems and requests while referring problems which exceed authority to senior team members.
• Reviewing fiduciary documents for accuracy, ensuring proper fiduciary and account administration and serving as subject matter expert on specialized fiduciary matters in direct and indirect actions with clients.
• Providing technical resources for others as needed on fiduciary administration and management functions.
• Forming additional FFA relationships as needed based on client and / or FFA requirements.
• Retaining, expanding and broadening existing client relationships by identifying cross-sell opportunities for Fulton Bank and collaborating across the company to achieve results.
• Developing relationships within external centers of influence to facilitate an effective referral network of new prospects.
• Participating in community and business activities to enhance the image and position of Fulton Bank.
• Providing technical sales support in the development of new business.

Qualifications include :

Pay Transparency : The salary range for this position is $88,500.00 - $147,600.00 annually. This job is eligible to receive equity in the form of restricted stock units. This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.

Benefits : Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives.

EEO Statement : Fulton Bank is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Sponsorship Statement : Individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.