Financial Services Advisor

4 weeks ago


Philadelphia, Pennsylvania, United States Fulton Bank Full time
Job Title: Financial Advisor

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.
Requirements:
  • 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.
What We Offer:
  • 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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