Fulton Bank · 10 hours ago
Financial Advisor
Allentown, PA
Full-time
Onsite
Entry Level
1+ years expFulton Bank is committed to making a positive impact in local communities and is seeking a Financial Advisor. The role involves advising clients on financial plans, assessing their financial objectives, and providing ongoing investment and banking advice.
BankingFinancial Services
No H1B
Responsibilities
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate
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 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
Qualification
Required
1 or more years Securities industry
Series 7 and 63/65 combo or 66 securities licenses and State insurance licenses
Must be able to be affiliated with our Broker Dealer
Preferred
Bachelor's Degree or the equivalent experience. Specialty Relevant degree pertaining to the essential duties of this role
Benefits
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
Maternity and parental leave
Adoption assistance
Educational assistance
A robust wellness program with financial incentives
Company
Fulton Bank
Fulton Bank strive to have a better understanding of your financial goals, are a full-service commercial bank operating 250 branches.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mark DeGrandpre
VP, of Life Sciences and Technology
Atul Malhotra
Chief Risk Officer (CRO)
Recent News
2026-01-22
2025-12-18
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