Wealth Management Advisor

Value Proposition:
At Fulton Bank, our core values shape our identity and our culture motivates us to enhance lives positively. Our workforce is the essence of our organization, and every achievement we attain begins with our dedicated employees. Together, we strive to create a meaningful impact in our communities. We foster a culture of ongoing education, work-life balance, and inclusivity. Our digitally empowered work environment continuously improves the experiences of both our employees and clients.

Overview:
As a Financial Services Specialist, you will guide clients in crafting comprehensive financial strategies by leveraging your expertise in taxation, investment methodologies, insurance, retirement plans, and real estate. Your responsibilities will include evaluating clients' financial situations, including their assets, liabilities, cash flow, insurance needs, tax implications, and financial goals to formulate effective investment strategies.

Responsibilities:

• Manage an established client portfolio, providing insights into investment risks and anticipated returns by accurately assessing each client's suitability. Offer continuous investment and banking guidance to address the complete financial needs of clients, ensuring their profiles are regularly updated to align with their risk tolerance. Aim to consolidate assets from various institutions as part of the overall client relationship.
• Develop a referral network within the bank to advocate and market brokerage and insurance offerings. Educate fellow Fulton Bank employees about investment and insurance solutions, enabling them to provide qualified referrals. Engage with both new and existing clients to present investment and insurance options while cross-selling banking services and referring clients back to bank partners. Participate in partner meetings to foster collaboration and understanding of brokerage offerings.
• Collaborate with external entities to stimulate referrals of potential clients.
• Maintain a strategic business plan focused on maximizing internal referrals, managing the existing client base, and sourcing new business opportunities to meet annual sales targets.
• Support the Sales Assistant Manager in assessing the performance of their assigned sales assistant.

Qualifications:
Education:
Bachelor's Degree or equivalent experience in a relevant field is preferred.
Experience:
A minimum of one year in the securities industry is required.
Certifications:
Possession of Series 7 and 63/65 or 66 securities licenses and state insurance licenses is mandatory.
Affiliation with our Broker Dealer is also required.

Additional Responsibilities:
This position may involve other duties as assigned by management. All employees are responsible for understanding and adhering to all company policies, compliance programs, and training requirements. This includes recognizing compliance risks relevant to their departments and ensuring adherence to applicable laws and regulations.

Compensation Structure:
This role operates on a commission-based compensation model.

Benefits:
As part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package for eligible employees, including medical plans with prescription coverage, flexible spending accounts or health savings accounts, dental and vision insurance, life insurance, a 401(k) plan with employer matching, an Employee Stock Purchase Plan, paid time off including holidays and volunteer time, disability insurance, maternity and parental leave, adoption assistance, educational support, and a robust wellness program with financial incentives.

Equal Employment Opportunity:
Fulton Bank is an equal opportunity employer, committed to providing equal employment opportunities for all qualified individuals. We ensure that all hiring, training, and promotional actions are conducted without regard to race, color, religion, sexual orientation, national origin, gender, age, disability, or any other legally protected status.

Sponsorship Statement:
All candidates must be authorized to work in the United States without the need for sponsorship for a work visa, now or in the future.