Financial Advisor
Company: Disability Solutions
Location: Philadelphia
Posted on: May 3, 2024
Job Description:
Value PropositionOur values define us and our inspires us to 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 We champion a culture of and We promote a
digitally enabled work environment to continuously enhance the
experience of our OverviewAdvise 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.This is a full-time, commissioned career opportunity
based out of Frankford Financial Center in Philadelphia,
PA.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.QualificationsEducationBachelor Degree or
the equivalent experience. Specialty: Relevant degree pertaining to
the essential duties of this role. (Preferred)Experience1 or more
years Securities industry. (Required)CertificationsSeries 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.Pay TransparencyThis position is fully
commissioned.BenefitsAdditionally, 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 .EEO StatementFulton 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 StatementAs 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.
Keywords: Disability Solutions, Dundalk , Financial Advisor, Accounting, Auditing , Philadelphia, Maryland
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