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Financial Services Professional
1 month ago
We are seeking a highly skilled Financial Services Professional to join our team at Fulton Financial. As a key member of our organization, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives.
Key Responsibilities- Assess clients' financial situations, identifying areas for improvement and developing personalized investment strategies.
- Provide ongoing financial guidance and support to clients, ensuring their investments remain aligned with their risk tolerance and financial objectives.
- Build and maintain strong relationships with clients, delivering exceptional customer service and ensuring their needs are met.
- Collaborate with internal teams to promote and sell brokerage and insurance products, driving business growth and revenue.
- Stay up-to-date with industry trends and developments, ensuring you remain knowledgeable and compliant with regulatory requirements.
- Bachelor's degree or equivalent experience in a relevant field.
- 1+ years of experience in the securities industry, with a strong understanding of investment products and services.
- Series 7 and 63/65 combo or 66 securities licenses and State insurance licenses.
- Ability to work in a fast-paced environment, meeting sales targets and delivering exceptional results.
Fulton Financial is a leading financial services organization, committed to providing exceptional service and support to our clients. We offer a dynamic and inclusive work environment, with opportunities for professional growth and development.
