Financial Services Professional
4 days ago
At 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 financial plans
- Provide investment advice and guidance on tax and investment 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
- Bachelor's degree or equivalent experience
- 1+ years of experience in the securities industry
- Series 7 and 63/65 combo or 66 securities licenses and State insurance licenses
- Ability to work in a fast-paced environment and meet sales targets
- 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
- Disability insurance coverage and maternity and parental leave
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced Financial Advisor looking for a new challenge, please apply today.
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Financial Services Professional
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Financial Services Professional
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Philadelphia, Pennsylvania, United States Fulton Bank Full timeJob 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...
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Financial Services Professional
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Philadelphia, Pennsylvania, United States Atria Wealth Solutions Full timeFinancial Advisor OpportunityArdent Credit Union is seeking a skilled Financial Advisor to join its team and provide retirement and investment services to its member base in the Philadelphia, PA area.Key Responsibilities:Identify and evaluate customer needs for financial services, develop investment strategies, and stay current on market conditions.Provide...
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Financial Services Professional
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Philadelphia, Pennsylvania, United States Atria Wealth Solutions Full timeFinancial Advisor OpportunityArdent Credit Union is seeking a skilled Financial Advisor to join its team and provide retirement and investment services to its member base in the Philadelphia, PA area.Key Responsibilities:Identify and evaluate customer needs for financial services, develop investment strategies, and implement solutions.Stay current on market...
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Senior Financial Services Professional
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Banking Professional
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Insurance and Financial Services Professional
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Philadelphia, Pennsylvania, United States Kevin Lowber - State Farm Agent Full time{"h1": "Account Manager for Insurance and Financial Services", "p": "As a vital member of our team, you will grow our agency through meaningful client relations and act as a liaison between customer needs and agency departments. You will improve the lives of our customers by proactively marketing relevant products and services.", "ul": [{"li": "Develop and...
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Senior Financial Consultant
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Consumer Loan Sales Professional
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Philadelphia, Pennsylvania, United States OneMain Financial Full timeJob SummaryAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a critical role in helping customers achieve their financial goals by delivering personalized financial solutions and exceptional customer service.Key ResponsibilitiesDevelop and maintain...
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Social Services Professional
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