Financial Services Advisor

3 days 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.



  • Philadelphia, Pennsylvania, United States Prudential Financial Full time

    Unlock Your Potential as a Financial Advisor with Prudential FinancialPrudential Financial is seeking an experienced financial advisor to join our team in the greater Philadelphia market. As a financial advisor, you will have the opportunity to work with an existing book of clients, providing personalized financial solutions and helping individuals and...


  • Philadelphia, Pennsylvania, United States Tristate Financial Advisors Full time

    About Tristate Financial AdvisorsWe're a fast-growing firm that specializes in providing comprehensive financial planning and wealth management services to help working-class individuals achieve their financial goals.Job SummaryWe're seeking a highly motivated and results-driven Financial Advisor/Wealth Manager to join our team. As a Financial Advisor,...


  • Philadelphia, Pennsylvania, United States Prudential Financial Full time

    Unlock Your Potential as a Financial Advisor with Prudential FinancialPrudential Financial is seeking an experienced financial advisor to join our team in the greater Philadelphia market. As a financial advisor, you will have the opportunity to work with an existing book of clients, grow your career and business, and provide financial solutions to...


  • Philadelphia, Pennsylvania, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team in Philadelphia, PA, Blue Bell, PA, or Wayne, PA. As a key member of our Private Bank organization, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insight, and...

  • Financial Advisor

    3 weeks ago


    Philadelphia, Pennsylvania, United States TD Bank Group Full time

    Job DescriptionThe 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. As a TFA, you will leverage your experience to service the unique and complex needs of clients in the Mass Affluent (MA) segment by...


  • Philadelphia, Pennsylvania, United States Edward Jones Full time

    Unlock Your Potential as a Financial Advisor with Edward JonesWe're seeking a talented and ambitious Financial Advisor to join our team at Edward Jones. As a Financial Advisor, you'll have the opportunity to build and grow your own practice, supported by a team of experienced professionals.Key Responsibilities:Build strong relationships with clients to...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    Job Title: Private Client Financial AdvisorCitizens 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 individuals and families achieve their financial goals.Key Responsibilities:Develop and implement personalized wealth management strategies for...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing personalized financial planning and investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    Job 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 developing and maintaining relationships with high-net-worth individuals and families, providing personalized financial planning and investment advice, and identifying opportunities to grow...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a highly skilled 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 ResponsibilitiesDevelop and implement personalized wealth management strategies for clientsBuild and maintain strong...


  • Philadelphia, Pennsylvania, United States Citizens Full time

    Job 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 developing and maintaining relationships with high-net-worth individuals and families, providing personalized financial planning and investment advice, and identifying opportunities to grow...


  • Philadelphia, Pennsylvania, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Key Responsibilities:Provide comprehensive advice and guidance to clients on investment planning and wealth management.Develop and implement financial plans tailored to individual...

  • Fiduciary Advisor III

    3 weeks ago


    Philadelphia, Pennsylvania, United States PNC Financial Services Group Full time

    Job 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 delivering exceptional client experiences and growing our fiduciary business.Key Responsibilities:Engage in fiduciary decision-making by executing the terms of any plan...


  • Philadelphia, Pennsylvania, United States FedChoice Federal Credit Union Full time

    Job Title: Financial Service AdvisorAt FedChoice Federal Credit Union, we are seeking a highly skilled and customer-focused Financial Service Advisor to join our team. As a key member of our retail environment, you will be responsible for building and maintaining relationships with our members, upholding the integrity of our brand, and living out our mission...


  • Philadelphia, Pennsylvania, United States PNC Financial Services Group Full time

    Job OverviewPosition SummaryPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team in Philadelphia, PA, Blue Bell, PA, or Wayne, PA. As a key member of our Private Bank organization, you will be responsible for delivering exceptional investment experiences to clients, providing actionable advice, market insight,...


  • Philadelphia, Pennsylvania, United States Fulton Bank Full time

    Job 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...


  • Philadelphia, Pennsylvania, United States Berthel Fisher Companies Full time

    Build Your Future: Investment Advisor with Equity Ownership OpportunityBerthel Fisher Companies (BFC) is a growing, national, financial services firm. Our mission is to excel in the independent financial services industry, utilizing integrity and family values to form positive and lasting relationships. We believe when our financial professionals and clients...


  • Philadelphia, Pennsylvania, United States Fulton Bank Full time

    Job 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...


  • Philadelphia, Pennsylvania, United States Atria Wealth Solutions Full time

    Financial AdvisorAt Ardent Credit Union, we're seeking a skilled Financial Advisor to join our team and provide exceptional retirement and investment services to our members in the Philadelphia, PA area.Key Responsibilities:Identify and evaluate customer needs for financial services, assessing their objectives and goals to develop an investment strategy.Stay...


  • Philadelphia, Pennsylvania, United States Atria Wealth Solutions Full time

    Financial Advisor OpportunityArdent Credit Union is seeking a Financial Advisor to join its established investment program. As a key member of the team, you will be responsible for identifying and evaluating customer needs for financial services, developing investment strategies, and providing ongoing training and coaching to staff.Key...