Financial Advisor

Financial Advisor

This is a full-time, on-site, commissioned career opportunity based out of our Two Liberty Place Financial Center in Philadelphia, PA. Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies. Services an existing group of clients. Providing an understanding of investment risk and expected returns by properly profiling each customer by need for suitability. Provides ongoing investment and banking advice to customers to help meet the customer's total financial need. Ensures customer profile is updated routinely so investments remain consistent with risk tolerance. Attempt to gather assets, as part of total relationship, from other institutions. Responsible for building a referral network within the Bank in order to promote and sell brokerage and insurance products. Educates Fulton Financial Corporation Fulton Financial Corporation employees regarding investment and insurance products and services so the branch and other employees can deliver qualified referrals. Contacts new and existing clients to provide investments and insurance products as well as to cross sell banking products and refer back to Bank partners. Attends partner meetings to promote teamwork and understanding of brokerage products. Interacts with outside sources to encourage the referral of potential customers. Maintains a business plan developed. Focus is on maximizing internal referrals, working existing book of clients, and development of external new business sources to achieve annual sales objectives. Assists Sales Assistant Manager in the evaluation of their assigned sales assistant.

Qualifications :

• Education : Bachelor's Degree or the equivalent experience. Specialty : Relevant degree pertaining to the essential duties of this role. (Preferred)
• Experience : 1 or more years Securities industry. (Required)
• Certifications : Series 7 and 63 / 65 combo or 66 securities licenses and State insurance licenses. (Required) Must be able to be affiliated with our Broker Dealer. (Required)

Pay Transparency : This position is fully commissioned.

Benefits : Additionally, as part of our Total Rewards program, 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. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

EEO Statement : Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement : As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.