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Financial Services Advisor

1 month 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.