Financial Advisor

1 week ago

Cherry Hill, NJ, United States Fulton Bank, N.A. Full time


Financial Advisor

Job Locations

US-NJ-Cherry Hill

Requisition ID

2025-22705

Location Name

Cherry Hill

County

Camden

Category

Investment Services

Position Type (Portal Searching)

Full-Time

FLSA Status

Exempt

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview

This is a full-time, on-site, commissioned career opportunity based out of our Cherry Hill, NJ financial center.

Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.

Responsibilities

  • Services an existing group of clients. Providing an understanding of investment risk and expected returns by properly profiling each customer by need for suitability. Provides ongoing investment and banking advice to customers to help meet the customer's total financial need. Ensures customer profile is updated routinely so investments remain consistent with risk tolerance. Attempt to gather assets, as part of total relationship, from other institutions.
  • Responsible for building a referral network within the Bank in order to promote and sell brokerage and insurance products. Educates Fulton Financial Corporation Fulton Financial Corporation employees regarding investment and insurance products and services so the branch and other employees can deliver qualified referrals. Contacts new and existing clients to provide investments and insurance products as well as to cross sell banking products and refer back to Bank partners. Attends partner meetings to promote teamwork and understanding of brokerage products.
  • Interacts with outside sources to encourage the referral of potential customers.
  • Maintains a business plan developed. Focus is on maximizing internal referrals, working existing book of clients, and development of external new business sources to achieve annual sales objectives.
  • Assists Sales Assistant Manager in the evaluation of their assigned sales assistant.
Qualifications

Education

Bachelor's Degree or the equivalent experience. Specialty: Relevant degree pertaining to the essential duties of this role. (Preferred)

Experience

1 or more years Securities industry. (Required)

Certifications

Series 7 and 63/65 combo or 66 securities licenses and State insurance licenses. (Required)

Must be able to be affiliated with our Broker Dealer. (Required)

Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency

This position is fully commissioned.

Benefits

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 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; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

EEO Statement

Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

  • LPL Financial Advisor

    2 weeks ago

    Cherry Hill, NJ, United States Bethpage Full time

    It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You’ll Do FourLeaf Financial Group Advisors work with members on a long-term basis, pursuing goals from the initial relationship...

  • Client Service Associate

    6 days ago

    Cherry Hill, NJ, United States Wallman Unlimited Company LLC Full time

    Job Description:Description Our client is a well-established boutique financial advisory practice with over 30 years of experience guiding clients through retirement, investment, tax, and estate planning. The firm is known for its high-touch, personalized service and is seeking an experienced, professional Client Service Associate / Administrative Assistant...

  • Client Service Associate

    2 weeks ago

    Cherry Hill, NJ, United States Wallman Unlimited Company LLC Full time

    Job Description:Description Our client is a well-established boutique financial advisory practice with over 30 years of experience guiding clients through retirement, investment, tax, and estate planning. The firm is known for its high-touch, personalized service and is seeking an experienced, professional Client Service Associate / Administrative Assistant...

  • Client Service Associate

    2 weeks ago

    Cherry Hill, NJ, United States Wallman Unlimited Company LLC Full time

    Job Description:Description Our client is a well-established boutique financial advisory practice with over 30 years of experience guiding clients through retirement, investment, tax, and estate planning. The firm is known for its high-touch, personalized service and is seeking an experienced, professional Client Service Associate / Administrative Assistant...

  • Client Service Associate

    2 weeks ago

    Cherry Hill, NJ, United States Wallman Unlimited Company LLC Full time

    Job Description:Description Our client is a well-established boutique financial advisory practice with over 30 years of experience guiding clients through retirement, investment, tax, and estate planning. The firm is known for its high-touch, personalized service and is seeking an experienced, professional Client Service Associate / Administrative Assistant...

  • Client Service Associate

    7 days ago

    Cherry Hill, NJ, United States Wallman Unlimited Company LLC Full time

    Job Description:Description Our client is a well-established boutique financial advisory practice with over 30 years of experience guiding clients through retirement, investment, tax, and estate planning. The firm is known for its high-touch, personalized service and is seeking an experienced, professional Client Service Associate / Administrative Assistant...

  • LPL Financial Advisor

    3 days ago

    Cherry Hill, United States Bethpage Full time

    It Starts With Our EmployeesFourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work.What You'll DoFourLeaf Financial Group Advisors work with members on a long-term basis, pursuing goals from the initial relationship genesis,...

  • Financial Advisor

    3 weeks ago

    Cherry Hill Twp, United States Navy Federal Credit Union Full time

    To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals...

  • Financial Advisor

    3 weeks ago

    Cherry Hill, United States Navy Federal Credit Union Full time

    OverviewTo provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's...

  • Financial Advisor

    4 weeks ago

    Camp Hill, United States The Carlisle Group (TCG) Full time

    The Carlisle Group has been retained to search for a Financial Advisor. Our client is a privately owned, independent financial advisory firm with three locations in Camp Hill, Gettysburg, and Lewisburg, PA. This role is open due to growth of the company. There will be some day travel between Gettysburg, Camp Hill, and Lewisburg to meet and service clients....

  • Financial Center Supervisor

    1 week ago

    Cherry Hill, United States Fulton Financial Corporation Full time

    Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

  • Financial Advisor

    2 weeks ago

    Spring Hill, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

    Financial Advisor (CFP®) – Series 65 & Florida 2-15 LicensedFull-Time | Spring Hill, Florida. Compensation: Competitive Salary + Variable Compensation Package. Reports To: Principal of Practice.About Campbell & Company:For more than 30 years, Campbell & Company Wealth Advisors and CPAs has served individuals, families, business owners, and first...

  • Associate Financial Advisor

    5 days ago

    Pleasant Hill, United States Iowa Staffing Full time

    Associate Financial AdvisorClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial...

  • Financial Advisor

    1 week ago

    Spring Hill, FL, United States Campbell & Company Full time

    About the JobFinancial Advisor (CFP®) - Series 65 & Florida 2-15 LicensedFull-Time | Spring Hill, Florida. Compensation: Competitive Salary + Variable Compensation Package. Reports To: Principal of Practice. About Campbell & Company: For more than 30 years, Campbell & Company Wealth Advisors and CPAs has served individuals, families, business owners, and...

  • Financial Advisor

    2 weeks ago

    Spring Hill, FL, United States Campbell & Company Full time

    About the JobFinancial Advisor (CFP®) - Series 65 & Florida 2-15 LicensedFull-Time | Spring Hill, Florida. Compensation: Competitive Salary + Variable Compensation Package. Reports To: Principal of Practice. About Campbell & Company: For more than 30 years, Campbell & Company Wealth Advisors and CPAs has served individuals, families, business owners, and...

  • Financial Advisor

    2 weeks ago

    Spring Hill, FL, United States Campbell & Company Full time

    About the JobFinancial Advisor (CFP®) - Series 65 & Florida 2-15 LicensedFull-Time | Spring Hill, Florida. Compensation: Competitive Salary + Variable Compensation Package. Reports To: Principal of Practice. About Campbell & Company: For more than 30 years, Campbell & Company Wealth Advisors and CPAs has served individuals, families, business owners, and...