Financial Services Professional

1 day ago


Pennsylvania Tpke Southampton PA USA, United States Fulton Bank Full time
Financial Advisor Job Description

Fulton Bank is seeking a skilled Financial Advisor to join our team in Southampton, PA. As a Financial Advisor, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Assess clients' financial situations and develop personalized financial plans
  • Provide investment advice and guidance on tax and investment strategies
  • Build and maintain relationships with clients to ensure their financial needs are met
  • Stay up-to-date with industry trends and developments to provide the best possible advice to clients
Requirements:
  • Bachelor's degree or equivalent experience
  • 1+ years of experience in the securities industry
  • 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:
  • Competitive salary and commission structure
  • Opportunities for professional growth and development
  • Comprehensive benefits package, including medical, dental, and vision insurance
  • 401(k) program with employer match and Employee Stock Purchase Plan

Fulton Bank is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. 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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