Financial Services Advisor

2 hours ago


Pennsylvania Tpke Southampton PA USA, United States Fulton Bank Full time
Job Title: Financial Services Advisor

We are seeking a highly motivated and experienced Financial Services Advisor to join our team at Fulton Bank. As a Financial Services 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 financial plans
  • Provide investment advice and guidance on tax and estate planning strategies
  • Build and maintain strong relationships with clients to ensure their ongoing 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 in a related field or equivalent experience
  • Series 7 and 63/65 combo or 66 securities licenses and State insurance licenses
  • 1+ years of experience in the securities industry
What We Offer:
  • A comprehensive benefits package, including medical, dental, and vision insurance
  • A 401(k) program with employer match and Employee Stock Purchase Plan
  • Paid time off programs, including holiday pay and paid volunteer time

Fulton Bank is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. We are proud to offer a diverse and inclusive work environment that values and respects the contributions of all employees.


  • Lead Financial Advisor

    15 hours ago


    Tacoma, WA , USA, United States Advisor Employee Services Full time

    Lead Advisor OpportunityWe are seeking a highly motivated and experienced Lead Advisor to join our team at Advisor Employee Services. As a Lead Advisor, you will be responsible for providing exceptional financial planning and advisory services to our clients, while also building and maintaining strong relationships with them.Key Responsibilities:Develop and...


  • Pennsylvania Tpke, Southampton, PA, USA, United States Fulton Bank Full time

    Financial Advisor Job DescriptionFulton Bank is seeking a skilled Financial Advisor to join our team at our Southampton Financial Center in Bucks County, PA. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice on investment strategies, tax planning, and insurance solutions.Key...


  • Pennsylvania Tpke, Southampton, PA, USA, United States Fulton Bank Full time

    Financial Advisor Job DescriptionFulton 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...


  • Beaver, Pennsylvania, United States Kestra Financial Independent Advisor Full time

    Client Service AssociateThe Client Service Associate plays a vital role in supporting our Financial Advisors, ensuring they have the necessary resources to deliver exceptional client service. This position requires excellent communication and problem-solving skills to provide timely and professional support to clients.Key Responsibilities:Assist in client...


  • Southampton, United States Liberty Personnel Services, Inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Liberty Personnel Services, Inc. As a Senior Financial Advisor, you will play a critical role in providing strategic financial advisory services to our closely held business clients.Key Responsibilities:Lead and manage complex financial engagements,...

  • Financial Advisor

    2 weeks ago


    Southampton, United States Disability Solutions Full time

    Job SummaryWe are seeking a skilled Financial Advisor to join our team at Disability Solutions. 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 financial...


  • Pittsburgh, PA , USA, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing exceptional financial planning and investment advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement comprehensive...


  • Brodbecks, PA , USA, United States First Financial Federal Credit Union Full time

    Job Title: Senior Financial Planner and Investment AdvisorJob Summary:We are seeking a highly skilled Senior Financial Planner and Investment Advisor to join our team at First Financial Federal Credit Union of Maryland. As a key member of our Financial Dimensions department, you will be responsible for providing customized financial planning and investment...

  • Lead Financial Advisor

    17 hours ago


    Tacoma, WA , USA, United States Puget Sound Financial Strategies Full time

    Lead Financial Advisor OpportunityPuget Sound Financial Strategies is seeking a highly motivated and experienced Lead Financial Advisor to join our team in Tacoma, WA.Key Responsibilities:Develop and implement customized financial plans for clientsAssist clients with annuities, life, long-term care, and managed moneyProvide financial planning advice on...


  • Washington, DC , USA, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans...


  • Pittsburgh, PA , USA, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.We are seeking a Financial Solutions Advisor to join our team...


  • Madison, WI , USA, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with banks to offer a comprehensive range of financial services to bank clients. This employment opportunity at Old National Bank in Madison, WI, presents a chance to join the Investment Program at Old National Bank as a Financial Advisor associated with LPL Financial. Under this model,...


  • Greensboro, NC, USA, United States Stone Press Financial Group Full time

    Job OpportunityStone Press Financial Group is seeking a highly skilled Financial Services Professional to join our team. As an Experienced Financial Advisor, you will play a crucial role in helping clients achieve their financial objectives and goals.Key Responsibilities:Conduct in-depth financial assessments to determine clients' financial needs and develop...


  • Washington, DC , USA, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Merchant Services Advisor to join our team. As a key member of our sales team, you will be responsible for marketing and selling credit card systems and support services to business customers.Key ResponsibilitiesDevelop and maintain relationships with clients to meet sales objectivesIdentify...


  • Washington, DC , USA, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Merchant Services Advisor to join our team. As a key member of our sales team, you will be responsible for marketing and selling credit card systems and support services to business customers.Key ResponsibilitiesDevelop and maintain relationships with clients to meet sales...


  • Madison, WI , USA, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with banks to offer a comprehensive range of financial services to bank clients. This employment opportunity at Old National Bank in Madison, WI, would allow you to join the Investment Program at Old National Bank as a Financial Advisor associated with LPL Financial. Under this model,...


  • Pittsburgh, PA , USA, United States Claire Myers Consulting Full time

    {"title": "Financial Advisor", "content": "Financial AdvisorClaire Myers Consulting is seeking a motivated and detail-oriented Financial Advisor to join our team. As a Financial Advisor, you will play a key role in helping clients achieve their financial goals by providing expert financial planning and investment management services.ResponsibilitiesIdentify...


  • Greensboro, NC, USA, United States Stone Press Financial Group Full time

    Unlock Your Potential as a Financial AdvisorAt Stone Press Financial Group, we're seeking ambitious and driven individuals to join our team of financial advisors. As a financial advisor, you'll have the opportunity to make a meaningful impact in people's lives and help them achieve their long-term financial goals.We're looking for individuals who possess a...


  • Florida , USA, United States Trajan Wealth LLC Full time

    Unlock Your Potential as a Financial Advisor with Trajan Wealth LLCAt Trajan Wealth LLC, we're on a mission to provide exceptional financial and estate planning services to our clients. As a seasoned Financial Advisor, you'll have the opportunity to make a meaningful impact and build a successful career with our team.About the RoleWe're seeking a highly...


  • Madison, WI , USA, United States Thrivent Financial Full time

    Be Your Own Boss in Financial ServicesAt Thrivent Financial, we're looking for entrepreneurial individuals who share our passion for helping others achieve their financial goals. As a financial advisor, you'll have the freedom to build a successful practice, guided by our support and resources.Key Responsibilities:Provide personalized financial guidance and...