Financial Services Advisor
4 weeks ago
Fulton Bank is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.
Key Responsibilities:- Assess clients' financial situations, identifying areas for improvement and developing personalized financial plans.
- Provide ongoing financial guidance and advice to clients, helping them make informed decisions about their investments and financial strategies.
- Build and maintain strong relationships with clients, understanding their unique needs and goals.
- Stay up-to-date on industry trends and developments, ensuring you have the latest knowledge and expertise to provide the best possible service to our clients.
- Bachelor's degree or equivalent experience in a relevant field, such as finance or accounting.
- 1+ years of experience in the securities industry, with a focus on financial planning and advice.
- Series 7 and 63/65 combo or 66 securities licenses and State insurance licenses.
- Ability to work in a fast-paced environment, with strong communication and interpersonal skills.
- A comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) program with employer match.
- A competitive salary and commission structure, with opportunities for advancement and professional growth.
- A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional service to our clients.
Fulton Bank is an equal opportunity employer, committed to diversity and inclusion in the workplace. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional service to our clients.
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Private Client Financial Advisor
3 weeks ago
Philadelphia, Pennsylvania, United States Citizens Financial Group, Inc. Full timeCitizens Financial Group, Inc. is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for helping high-net-worth individuals and families achieve their financial goals.Key Responsibilities:Develop a high-quality wealth management practice that provides personalized...
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Financial Services Specialist
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Financial Services Representative
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Financial Solutions Advisor
3 weeks ago
Philadelphia, Pennsylvania, United States Bank of America Full timeJob Title: Financial Solutions AdvisorJob Summary:We are seeking a highly skilled Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key Responsibilities:Triage client leads...
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Merrill Financial Solutions Advisor
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Senior Investment Advisor
3 weeks ago
Philadelphia, Pennsylvania, United States The PNC Financial Services Group, Inc Full timeJob SummaryWe are seeking a highly skilled Senior Investment Advisor to join our team at The PNC Financial Services Group, Inc. As a Senior Investment Advisor, you will be responsible for managing accounts in accordance with investment objectives developed with clients.Key ResponsibilitiesManage client accounts to achieve investment objectivesProvide...
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US Experienced Financial Advisor
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Private Client Financial Advisor
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Philadelphia, Pennsylvania, United States Citizens Full timeCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will work closely with high-net-worth clients to understand their financial goals and develop personalized strategies to achieve them.The ideal candidate will have a strong background in financial planning and a proven track...
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Private Client Financial Advisor
3 weeks ago
Philadelphia, Pennsylvania, United States Citizens Full timeJob SummaryCitizens 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 helping individuals and families achieve their financial goals through personalized financial planning and investment management.Key Responsibilities* Develop and implement comprehensive...
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Private Client Financial Advisor
4 weeks ago
Philadelphia, Pennsylvania, United States Citizens Full timeJob SummaryCitizens is seeking a Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for helping individuals and families achieve their financial goals.Key Responsibilities:Develop a high-quality wealth management practice that provides personalized financial planning and investment...
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Private Client Financial Advisor
3 weeks ago
Philadelphia, Pennsylvania, United States Citizens Full timeJob SummaryCitizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for developing and maintaining strong relationships with high-net-worth individuals and families.Key ResponsibilitiesDevelop and implement personalized wealth management strategies for...
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Fiduciary Advisor III
3 weeks ago
Philadelphia, Pennsylvania, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Fiduciary Advisor III to join our team. As a key member of our Private Bank organization, you will be responsible for providing exceptional fiduciary services to our clients. Key ResponsibilitiesEngage in fiduciary decision-making by executing the terms of any plan or document in which...
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Client Services Representative
3 weeks ago
Philadelphia, Pennsylvania, United States Cetera Financial Group Full timeAbout the RoleWe are seeking a highly skilled and organized Client Services Representative to join our team at Cetera Financial Group. As a key member of our support team, you will play a vital role in ensuring the success of our Financial Advisors and their clients.Key ResponsibilitiesClient Support: Provide exceptional support to our Financial Advisors and...
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Financial Services Professional
3 weeks ago
Philadelphia, Pennsylvania, United States TD Bank Group Full timeJob SummaryThe Transitional Financial Advisor (TFA) role is a three-year program designed for financial advisors or planners who will be selling investment management solutions and providing financial planning guidance. This position is ideal for individuals with a passion for delivering exceptional customer experiences and a commitment to growing their...
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Financial Services Professional
3 weeks ago
Philadelphia, Pennsylvania, United States Atria Wealth Solutions Full timeFinancial Advisor RoleArdent Credit Union is seeking a Financial Advisor to join its established investment program. As a Financial Advisor, you will be responsible for identifying and evaluating customer needs for financial services, assessing the objectives and goals of the individual, and developing an investment strategy to implement.Key...
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Financial Solutions Advisor
4 weeks ago
Philadelphia, Pennsylvania, United States Bank of America Full timeJob Summary:As a Financial Solutions Advisor at Bank of America, you will play a critical role in helping clients achieve their financial goals. Your primary responsibility will be to provide comprehensive advice and customized solutions to clients, utilizing your expertise in investment products and services.Key Responsibilities:Triage client leads and make...
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Fiduciary Advisor III Position
3 weeks ago
Philadelphia, Pennsylvania, United States The PNC Financial Services Group, Inc Full timeJob SummaryPNC, a leading financial services institution, seeks a skilled Fiduciary Advisor III to join its Private Bank organization. As a key member of the team, you will be responsible for delivering exceptional fiduciary services to clients, ensuring their financial well-being and peace of mind.Key ResponsibilitiesExecute fiduciary decisions by...
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Financial Services Professional
4 weeks ago
Philadelphia, Pennsylvania, United States Fulton Bank Full timeJob Title: Financial AdvisorAt Fulton Bank, we are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Assess clients' financial situations and develop personalized...
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Financial Services Professional
3 weeks ago
Philadelphia, Pennsylvania, United States TD Bank Group Full timeJob Title: Financial Advisor- PhiladelphiaJob Summary: TD Bank Group is seeking a skilled Financial Advisor to join our team in Philadelphia. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients, helping them achieve their financial goals and objectives. This is a unique opportunity to work with a...
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Financial Services Professional
3 weeks ago
Philadelphia, Pennsylvania, United States Atria Wealth Solutions Full timeFinancial Advisor Job DescriptionArdent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base. As a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment strategies, and staying current on market conditions and financial products.Key...