Financial Advisor

Our values define us and our culture inspire 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. This is a full‑time, on‑site, commissioned career opportunity based out of our Parsippany, NJ financial center. Responsibilities 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. Service an existing group of clients. Provide an understanding of investment risk and expected returns by properly profiling each customer by need for suitability. Provide ongoing investment and banking advice to customers to help meet the customer's total financial need. Ensure customer profile is updated routinely so investments remain consistent with risk tolerance. Attempt to gather assets, as part of the total relationship, from other institutions. Responsible for building 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 so the branch and other employees can deliver qualified referrals. Contact new and existing clients to provide investments and insurance products as well as to 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 business plan. Focus on maximizing internal referrals, working existing book of clients, and developing external new business sources to achieve annual sales objectives. Assist Sales Assistant Manager in the evaluation of their assigned sales assistant. Education Bachelor's Degree or equivalent experience. Specialty relevant degree pertaining to the essential duties of this role. (Preferred) Experience 1 or more years in the 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) 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. This position is fully commissioned. Benefits 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. 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. 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. #J-18808-Ljbffr Fulton Bank