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Fulton Bank · 18 hours ago

Wealth Advisor

Lancaster, PA

Full-time

Hybrid

Senior Level

5+ years exp

Fulton Bank is committed to making a positive impact in local communities and is seeking a Wealth Advisor to serve as a relationship manager for high net worth clients. The role involves acquiring new clients, managing existing relationships, and coordinating a team to deliver financial solutions while ensuring compliance with policies and regulations.

BankingFinancial Services

No H1B

Responsibilities

Achieve annual sales production and portfolio growth goals with focus on the development of existing and new core wealth and high net worth clients

Grow core wealth and high net worth business through deposits, credit, mortgages and investment products, measured by the growth of core wealth and high net worth household deposit and loan portfolio balances, residential mortgage originations, and investment balances and fee income

Lead the delivery of a consistent and integrated client experience for the core wealth and high net worth segment households through superior execution against corporate value propositions

Coordinate the overall relationship management and delivery of products and services with product partners for assigned core wealth and high net worth segment households while ensuring a positive customer experience, and develop, document, communicate and execute a core wealth and high net worth household sales and service plan

Develop external referral networks and centers of influence in an effort to source new core wealth and high net worth client household opportunities

When applicable, source and refer Fulton Financial Advisors institutional, wealth, and fiduciary business

Develop strong working relationships with bank and partner leadership, and sales team members

Participate in community and business organizations and events to enhance the reputation and image of the Fulton Brand

Maintain developed external referral networks and centers of influence in an effort to source new core wealth and high net worth client household opportunities, and source and refer Fulton Financial Advisors institutional, wealth, and fiduciary business when applicable

Develop strong working relationships with bank and partner leadership and sales team members, and participate in community and business organizations and events to enhance the reputation and image of the Fulton brand

Partner with team members and internal departments to ensure compliance with all related company policies and procedures, audit requirements, risk management, and government regulations

Manage client communications, account reviews and inquiries seeking assistance from the appropriate corporate partner, department or level based on ownership and authority

Maintain appropriate client fiduciary responsibilities and confidentiality, and avoid conflicts as defined by the Fulton Financial Corporation Code of Conduct

Assist with completion of account and client reports as assigned

Engage in continuing education focused on developing concepts critical to high net worth clients, such as high-end Sales and Relationship development, Estate, Tax and Retirement Planning, Insurance and Risk management and other similar concepts

Qualification

Investment Sales ExperienceWealth ManagementClient Relationship ManagementFinancial PlanningSales Strategy DevelopmentNetworking SkillsCompliance KnowledgeCustomer ServiceContinuing EducationCommunity EngagementCommunication SkillsTeam CollaborationProblem Solving