Financial Advisor

2 months ago

Philadelphia, 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 Frankford Financial Center in Philadelphia, PA.

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.

  • Experienced Financial Advisor

    3 months ago

    Philadelphia, United States Prudential Financial Full time

    Prudential 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 to Prudential for financial solutions. This position will offer:The ability to...

  • Financial Advisor

    3 months ago

    Philadelphia, United States Avior Executive Search Full time

    Job DescriptionJob DescriptionAre you a Wiser Financial Advisor? We have relationships with BD’s, RIA’s & IndependentsLet's discuss what’s important for you. We have relationships globally Financial Advisor Profile:Our client is in the top 10 of U.S. Banks that is actively growing their national broker dealer network. Currently they have coverage...

  • Financial Advisor

    1 month ago

    Philadelphia, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, L. P. (CFS) Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Philadelphia, PA area.Since opening our doors in 1977 to the employees of SmithKline Corporationnow GlaxoSmithKline (GSK)weve always been focused on our...

  • Financial Advisor

    1 month ago

    Philadelphia, Pennsylvania, United States Atria Wealth Solutions, Inc Full time

    Through its relationship with CUSO Financial Services, L. P. (CFS) Ardent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Philadelphia, PA area.Since opening our doors in 1977 to the employees of SmithKline Corporation—now GlaxoSmithKline (GSK)—we've always been focused on our...

  • Financial Advisor

    2 months ago

    Philadelphia, United States Fulton Financial 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...

  • Financial Advisor

    3 months ago

    Philadelphia, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionJoin a Winning Team!Are 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?Through its relationship with CUSO Financial Services, L....

  • Financial Assistance Advisor

    7 days ago

    Philadelphia, Pennsylvania, United States Community College of Philadelphia Full time

    Position OverviewThe Financial Assistance Advisor serves as a vital member of the Financial Aid team at the College. Reporting directly to the Manager of Financial Aid Operations, this role is essential in facilitating the intake process for students seeking financial aid guidance. The advisor provides expertise and support to front counter staff, ensuring...

  • Financial Advisor-Philadelphia, PA

    2 months ago

    Philadelphia, United States TD Bank N.A Full time

    The Transitional Financial Advisor (FA) role is designed for motivated and ambitious individuals who are eager to build a client base & book. As a Transitional FA, your career growth will be nurtured with comprehensive training, resources and Retail Financial Advisor, Financial Planning, Customer Service, Financial, Customer Experience, Advisor, Banking

  • Associate Financial Advisor

    4 weeks ago

    Philadelphia, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Philadelphia, PA is an independent wealth management team that manages over $100M in assets and is seeking a sharp, motivated, and detail-oriented Associate Financial Advisor to join their...

  • Associate Financial Advisor

    4 weeks ago

    Philadelphia, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Philadelphia, PA is an independent wealth management team that manages over $100M in assets and is seeking a sharp, motivated, and detail-oriented Associate Financial Advisor to join their...

  • Associate Financial Advisor

    1 week ago

    philadelphia, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Philadelphia, PA is an independent wealth management team that manages over $100M in assets and is seeking a sharp, motivated, and detail-oriented Associate Financial Advisor to join their...

  • Financial Advisor

    2 days ago

    Philadelphia, Pennsylvania, United States Thrivent Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Thrivent. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and live more generous lives.Key ResponsibilitiesBuild and maintain strong relationships with clients, understanding their financial needs...

  • Financial Analysis Advisor

    2 weeks ago

    Philadelphia, United States Cigna Full time

    This Financial Analysis Advisor position will provide support to the Centene account. Specifically, the responsibilities of the role will include:Provides advanced professional input on DOI complaints with Centene client focus. Reviews and provides d Financial, Advisor, Accounting, Banking, Insurance, Pharmacy

  • Bilingual Spanish Personal Financial Advisor

    2 days ago

    Philadelphia, Pennsylvania, United States PNC Bank Corp. Full time

    Role OverviewThe Bilingual Spanish Personal Financial Advisor plays a crucial role in enhancing the branch's clientele through various proactive sales and service initiatives.Key ResponsibilitiesClient Acquisition: Actively seeks to expand the customer base by identifying and engaging potential clients.Customer Experience Management: Ensures a positive...

  • Private Client Financial Advisor

    3 weeks ago

    PHILADELPHIA, United States Citizens Full time

    DescriptionCitizens employs a group of experienced advisors that help individuals and families attain their financial goals.  Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.  The Citizens PCFA is a...

  • Business Solutions Advisor

    4 months ago

    Philadelphia, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Solutions Advisor, Financial, Business, Solutions, Advisor, Client Relations

  • Private Client Financial Advisor

    5 days ago

    Philadelphia, Pennsylvania, United States Citizens Full time

    About the RoleCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for providing personalized financial planning and investment advice to high net worth individuals.Key ResponsibilitiesDevelop a High-Quality Wealth Management Practice: Create a tailored...

  • Financial Advisor

    2 weeks ago

    Philadelphia, Pennsylvania, United States Temple University Full time

    Position OverviewThe Financial Counselor plays a crucial role in providing financial guidance and support to patients. This position involves offering comprehensive counseling on credit and debt management, as well as educating patients about their financial options.Key ResponsibilitiesAssist uninsured or underinsured patients in exploring alternative...

  • Financial Advisor

    1 month ago

    Philadelphia, United States Disability Solutions Full time

    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...

  • Financial Advisor

    1 month ago

    Philadelphia, United States Disability Solutions Full time

    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...