Wealth Advisor - Lancaster - Fulton Bank, N.A.

Description

Wealth Advisor
Job Locations
US-PA-Lancaster
Requisition ID

Location Name
Corporate Headquarters
County
Lancaster
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 full-time, hybrid career opportunity that will sit at our Corporate headquarters in downtown Lancaster, PA.

The primary responsibility of this position is to serve as a relationship manager, advisor, and consultant for complex core wealth and high net worth household relationships. This incumbent is the primary point of contact for these clients and is responsible for coordinating a team of product and service experts to assist with recommending and delivering financial solutions in order to attract, retain and grow these important relationships. The incumbent will be responsible for acquiring new high net worth households,expanding and retaining existing relationships and is expected to develop external networks and relationships critical to the high net worth business. This is a strong sales and goal-oriented position that requires the incumbent to function independently with limited supervision.

Responsibilities

Achieve annual sales production and portfolio growth goals with focus on the development of existing and new core wealth and high net worth clients. Grow core wealth and high net worth business through deposits, credit, mortgages and investment products, measured by the growth of core wealth and high net worth household deposit and loan portfolio balances, residential mortgage originations, and investment balances and fee income.
• Lead the delivery of a consistent and integrated client experience for the core wealth and high net worth segment households through superior execution against corporate value propositions. Coordinate the overall relationship management and delivery of products and services with product partners for assigned core wealth and high net worth segment households while ensuring a positive customer experience, and develop, document, communicate and execute a core wealth and high net worth household sales and service plan.
• Develop external referral networks and centers of influence in an effort to source new core wealth and high net worth client household opportunities. When applicable, source and refer Fulton Financial Advisors institutional, wealth, and fiduciary business. Develop strong working relationships with bank and partner leadership, and sales team members. Participate in community and business organizations and events to enhance the reputation and image of the Fulton Brand.
• Maintain developed external referral networks and centers of influence in an effort to source new core wealth and high net worth client household opportunities, and source and refer Fulton Financial Advisors institutional, wealth, and fiduciary business when applicable. Develop strong working relationships with bank and partner leadership and sales team members, and participate in community and business organizations and events to enhance the reputation and image of the Fulton brand.
• Partner with team members and internal departments to ensure compliance with all related company policies and procedures, audit requirements, risk management, and government regulations. Manage client communications, account reviews and inquiries seeking assistance from the appropriate corporate partner, department or level based on ownership and authority. Maintain appropriate client fiduciary responsibilities and confidentiality, and avoid conflicts as defined by the Fulton Financial Corporation Code of Conduct. Assist with completion of account and client reports as assigned.
• Engage in continuing education focused on developing concepts critical to high net worth clients, such as high-end Sales and Relationship development, Estate, Tax and Retirement Planning, Insurance and Risk management and other similar concepts.

Qualifications
Education

Bachelor's Degree or the equivalent experience. Specialty: Business, Finance, Economics or other applicable. (Required)

Experience

5 or more years investment or brokerage sales experience required, preferably with the affluent or wealth market segments. (Required)

7 or more years banking or financial services with bank credit and mortgage credit products and processes. (Preferred)

Certifications

Series 6, 66, or 7 life insurance licenses. (Preferred)

CFP, CFA or CPWA. (Preferred)

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

In addition to base pay, this position is eligible to participate in a commission plan.

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.

NMLS

This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.

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.