Associate Financial Advisor

2 weeks ago

Woolwich Township, United States Fulton Bank Full time
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

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 our Swedesboro Financial Center in Woolwich Township, New Jersey.

Responsibilities

  • Responsible for building a referral network in order to promote and sell the Bank's services and products. Educating Fulton Financial Corporation personnel of the Bank's investment products and services so the branch can obtain qualified referrals. This will be done with specified branches defined by the Fulton Financial Advisors brokerage team. Management has discretion to redistribute branches at will. Calling on new and existing customers to sell required level of investments products and to cross sell retail banking products and services to meet annual goals within a specific territory of branch coverage. To actively work a book of business assigned by the Financial Advisor in the team partnership. Flexibility required as appointments will occasionally be held on Saturdays or in the evenings. Attends partner meetings, round tables, call nights and joint calling with retail managers to promote teamwork and understanding of brokerage products.
  • Services an existing group of customers. Providing an understanding of investment risk and expected returns by properly profiling each customer by need for suitability. Consults with the teams Financial Advisor when required. Provides on going investment and banking advice to customers to help meet the customer's total financial need. Works to develop client relationships to full potential. Specific focus on clients with lower net worth relationships, calling to grow the share of wallet and identify opportunities. Ensures customer profile is updated routinely so investments remain consistent with risk tolerance. Works actively with the Financial Advisor to develop and maintain an accurate system for the team. Attempt to gather assets, as part of total relationship, from other institutions. Takes direction from the Financial Advisor in developing relationships and the practice. Works collaboratively with the Financial Advisor to provide input in development of marketing plans or strategic plans for continued growth of the area.
  • Interacting with outside sources, to encourage the referral of potential customers. Willingness to become involved in community organizations to promote the brand and develop outside contacts.
  • Contributes to a balanced business plan annually. Focus is on maximizing internal referrals, services and direct mail activity, working existing book of clients, and development of personal new business sources to achieve annual sales objectives.
  • Interacts closely with the administrative staff to service client accounts and process appropriate documentation required for account opening and maintenance processes.


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 Sales and financial. (Preferred)

Certifications

Series 7, 63 and 65 or 66, and Life and Health Insurance licenses must be attained within three months of hire. (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.

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