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Financial Services Professional

2 months ago

Southampton, United States Fulton Bank Full time
About the Role

Fulton Bank is seeking a highly skilled Financial Services Professional to join our team at our Southampton Financial Center in Bucks County, PA.

Key Responsibilities
  • Assess clients' financial situations and develop personalized investment strategies to meet their goals and objectives.
  • Provide ongoing financial guidance and advice to clients, including investment and banking services.
  • Build and maintain relationships with clients, identifying opportunities to cross-sell banking products and services.
  • Collaborate with colleagues to promote and sell brokerage and insurance products.
  • Stay up-to-date on industry trends and regulatory requirements to ensure compliance and provide expert advice to clients.
Requirements
  • Bachelor's degree or equivalent experience in a relevant field.
  • 1+ years of experience in the securities industry, with a focus on investment and financial planning.
  • Series 7 and 63/65 combo or 66 securities licenses and State insurance licenses.
  • Ability to work in a fast-paced environment and meet sales targets.
What We Offer

Fulton Bank offers a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) program with employer match, and paid time off programs.

Equal Employment Opportunity

Fulton Bank is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. We welcome applications from diverse candidates and are committed to creating an inclusive work environment.