- 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.
-
Financial Advisor
4 weeks ago
Fulton Financial Drexel Hill, United StatesAdvise 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 finan Financial Advisor, Financial, ...
-
Financial Advisor
5 days ago
Equitable Advisors Bala-Cynwyd, United StatesAt Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and achievement driven individuals have fou ...
-
Financial Advisor
6 days ago
Equitable Advisors Philadelphia, United StatesWe are looking for individuals that are looking to return to the workforce in a career in financial planningas a Financial Professional · We know that returning to the workforce can be challenging and a bit frustrating at times, which is why we are so focused on hiring you. · Whe ...
-
Financial Advisor
2 weeks ago
Alliance Benefit Group Philadelphia, United StatesJob Description · Job DescriptionJOB SUMMARY: Financial Advisor · We are looking for a full time remote (Pennsylvania) Financial Advisor to join our growing team For nearly 50 years, MP's client and their partner firm has offered a unique selling structure which includes a low-k ...
-
Financial Advisor
5 days ago
uFinancial Group Philadelphia, United StatesJob Description · Job DescriptionDo you have a background as a leader on your campus? Are you a current or former student athlete? Have you thought about the idea of working for yourself while also helping young physicians strive to achieve financial freedom? · As a Financial Ad ...
-
Financial Advisor
2 weeks ago
Transcend Practice Management Philadelphia, United StatesJob Description · Job DescriptionPosition: Financial Advisor · Compensation: Base salary of $75K to $100K with variable comp doubling that (i.e. $150K to $200K) · Location: Greater Philadelphia area · Are you a financial advisor with a proven track record of providing exemplary s ...
-
Financial Advisor
3 weeks ago
Atria Wealth Solutions Philadelphia, United StatesJob Description · Job DescriptionJoin a Winning TeamAre you passionate about helping people prepare financially for their future? · Do you possess a broad knowledge of financial products and services? · Would you like to work at a multi-faceted, dynamic organization that thrives ...
-
Financial Advisor
2 weeks ago
Atria Wealth Solutions Philadelphia, United StatesJoin a Winning TeamAre you passionate about helping people prepare financially for their future? · Do you possess a broad knowledge of financial products and services? · Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration? ...
-
Financial Advisor
3 weeks ago
JEVS Human Services Philadelphia, United StatesJob Description · Job Description · The Financial Advisor handles overseeing money management, social security, and other resource inquiries for individuals who live in a CLHS home. · The Advisor's role is to safeguard funds and assure there is no mishandling of their funds while ...
-
Experienced Financial Advisor
3 weeks ago
Prudential Financial Philadelphia, United StatesPrudential Advisors is looking for an experienced financial advisor in the greater Philadelphia market that is interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look ...
-
Financial Advisor
1 hour ago
LPL Financial Cherry Hill, United States Full timeFinancial Advisor – Bethpage Federal Credit Union · Your career path should lead to real opportunity · LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Bethpage Federal Credit Union ...
-
Financial Advisor
3 weeks ago
Prudential Financial Newark, United StatesPrudential Advisors is looking for an experienced financial professional in the Delaware area that is interested in working with Prudential existing client's base. This exciting position will allow you to grow your career and business, helping the people and families that look to ...
-
Financial Advisor
1 week ago
Northwestern Mutual - Philadelphia Mount Laurel, United StatesFinancial Advisor · Financial Representatives at Northwestern Mutual Mt.Laurel NJ help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions wi ...
-
Financial Advisor
2 days ago
WSFS Bank Berwyn, United StatesJob Description · At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive sa ...
-
Financial Advisor
2 weeks ago
WSFS Bank Berwyn, United StatesJob Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive · Careers with WSFS Bank offer an inclusive and supportive culture, competitive sal ...
-
Financial Advisor
3 weeks ago
WSFS Bank Berwyn, United StatesJob Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive · Careers with WSFS Bank offer an inclusive and supportive culture, competitive sal ...
-
Financial Advisor
2 weeks ago
The Quintessential Experience Philadelphia, United StatesThe Quintessential Experience - · Job Title: Financial Advisor · Pay and Benefits: $60, $128,000.00 per year · Job Description: · Financial Advisor | Investment Advisor Representative · Experienced Advisor · Ready to take your career and life to new levels of purpose, pride and ...
-
Financial Advisor
6 days ago
Equitable Advisors LLC Philadelphia, United StatesWe are looking for individuals that are looking to return to the workforce in a career in financial planningas a Financial Professional · We know that returning to the workforce can be challenging and a bit frustrating at times, which is why we are so focused on hiring you. · W ...
-
Financial Advisor
2 weeks ago
Transcend Practice Management Philadelphia, United StatesPosition: Financial Advisor · Compensation: Base salary of $75K to $100K with variable comp doubling that (i.e. $150K to $200K) · Location: Greater Philadelphia area · Are you a financial advisor with a proven track record of providing exemplary service to your clients while d ...
-
Financial Advisor
2 weeks ago
Transcend Practice Management Philadelphia, United StatesJob Description · Job DescriptionPosition: Financial Advisor · Compensation: Base salary of $75K to $100K with variable comp doubling that (i.e. $150K to $200K) · Location: Greater Philadelphia area · Are you a financial advisor with a proven track record of providing exemplary s ...
Financial Advisor - Drexel Hill, United States - Fulton Bank
Description
Value PropositionOur 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
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.
This is a full-time, commissioned career opportunity based out of Drexel Hill, PA.
Responsibilities
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)
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.