Financial Advisor

About the role

This is a full-time, on-site, commissioned career opportunity based out of our Parsippany, NJ financial center. We champion a culture of continuous learning, work-life integration, and inclusion, promoting a digitally enabled work environment to enhance the experience of our employees and customers.

Responsibilities

• Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
• Assess clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
• Service an existing group of clients and provide an understanding of investment risk and expected returns by properly profiling each customer for suitability.
• Provide ongoing investment and banking advice to customers to help meet their total financial needs.
• Ensure customer profiles are updated routinely so investments remain consistent with risk tolerance.
• Gather assets, as part of the total relationship, from other institutions.
• Build a referral network within the Bank to promote and sell brokerage and insurance products.
• Educate Fulton Financial Corporation employees regarding investment and insurance products and services to deliver qualified referrals.
• Contact new and existing clients to provide investments and insurance products, cross-sell banking products, and refer back to Bank partners.
• Attend partner meetings to promote teamwork and understanding of brokerage products.
• Interact with outside sources to encourage the referral of potential customers.
• Maintain a developed business plan with a focus on maximizing internal referrals, working with an existing book of clients, and developing external new business sources to achieve annual sales objectives.
• Assist the Sales Assistant Manager in the evaluation of their assigned sales assistant.
• Perform other job duties as assigned by the manager.

Requirements

• Bachelor's Degree or equivalent experience.
• Relevant degree pertaining to the essential duties of this role (preferred).
• 1 or more years in the securities industry (required).
• 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).

Benefits

As part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify, including:

• 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.
• A robust wellness program with financial incentives.

To learn more about your potential eligibility for these programs, visit Benefits & Wellness | Fulton Bank.