Back to Jobs search

Financial Advisor

Fulton Bank • Southampton, PA • 6h ago

Financial Advisor Job Locations

US-PA-Southampton Requisition ID 2024-20267

Location Name Southampton

County Bucks

Category Investment Services

Position Type (Portal Searching) Full-Time

FLSA Status Exempt

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview

This is a full-time, on-site, commissioned career opportunity based out of our Southampton Financial Center in Bucks County, 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.

Responsibilities

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 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)

Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

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.

Similar Jobs

Teller I - Bellmawr (20 Hours)

TD Bank • Bellmawr, NJ • 7h ago

Finance, Accounting & Banking

Work Location: Bellmawr, New Jersey, United States of America Hours: 20 Pay Details: $21.00 - $26.25 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities...

7h ago

Go to Apply

Audit Manager I (US)

TD Bank • Mount Laurel, NJ • 7h ago

Finance, Accounting & Banking

Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: 75,020.00 - 125,180.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opp...

7h ago

Go to Apply

Accounts Payable Associate

The Salvation Army • Philadelphia, PA • 18h ago

Finance, Accounting & Banking

Overview Position: Accounts Payable Assistant Department: Developmental Disabilities Program Availability of Position:Immediate Schedule:Full Time, Monday -Friday, 8:30am-4:00pm Reporting Relationship:Executive Director,...

18h ago

Go to Apply

Tax Senior, Customs & International Trade

BDO USA, LLP • Philadelphia, PA • 22h ago

Finance, Accounting & Banking

Reference #: 11056 Job Summary: The Tax Senior, Customs & International Trade is responsible for utilizing basic research skills and applying their educational background to identify potential trade issues and opport...

22h ago

Go to Apply

Tax Experienced Manager, Customs & International Trade

BDO USA, LLP • Philadelphia, PA • 22h ago

Finance, Accounting & Banking

Reference #: 10956 Job Summary: A Tax Experienced Manager, Customs & International Trade is responsible for advising clients on and identifying potential trade issues and opportunities providing advice to clients, in...

22h ago

Go to Apply

Senior Mortgage Loan Officer

Fulton Bank • Bensalem, PA • 22h ago

Finance, Accounting & Banking

Senior Mortgage Loan Officer Job Locations US-PA-Bensalem Requisition ID 2024-20167 Location Name Bensalem County Bucks Category Mortgage Banking Position Type (Portal Searching) Full-Time FLSA Status Non-Exempt Value Pr...

22h ago

Go to Apply

Risk Advisor Underwriter

Aon Corporation • Fort Washington, PA • 22h ago

Finance, Accounting & Banking

Reference #: 96797 Risk Advisor Underwriter- Hybrid in Fort Washington, PA Hybrid working from our Fort Washington, PA office two days per week. The Risk Advisor UW: Generate profitable book of new business focusing on A...

22h ago

Go to Apply

Senior Business Banker - Philly

Capital One • Philadelphia, PA • 22h ago

Finance, Accounting & Banking

Reference #: R231835 Senior Business Banker - Philly The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury management se...

22h ago

Go to Apply

Transcend Finance Integration Manager

J&J Family of Companies • Titusville, NJ • 23h ago

Finance, Accounting & Banking

At Johnson & Johnson,?we believe health is everything. Our strength in healthcare innovation empowers us to build a?world where complex diseases are prevented, treated, and cured,?where treatments are smarter and les...

23h ago

Go to Apply

Tax Senior

CLIFTONLARSONALLEN LLP • King Of Prussia, PA • 23h ago

Finance, Accounting & Banking

Reference #: R16627 CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, d...

23h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.