Commission-Based Financial Advisor - Wealth Planning

Fulton Bank - Students; Parsippany-Troy Hills (NJ); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical plans

401(k) match

Paid time off

Job summary

Fulton Bank in Parsippany, NJ is seeking a full-time on-site Financial Advisor to advise clients on financial plans using tax and investment strategies, securities, insurance, pension plans, and real estate.

You will assess clients' assets, liabilities, cash flow, insurance coverage, tax status, and objectives to establish tailored investment strategies and build a strong referral network to grow the client book.

Qualifications

• Bachelor's Degree or equivalent experience (preferred).
• Series 7 and 63/65 combo or 66 licenses required.
• State insurance licenses required.
• Affiliation with Broker Dealer required.

Responsibilities

• Advise clients on financial plans using knowledge of tax and investment strategies.
• Assess clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
• Service an existing group of clients with risk profiling and ongoing investment and banking advice.
• Build a referral network within the Bank to promote brokerage and insurance products and to cross-sell banking products.
• Meet annual sales objectives through internal referrals and development of external sources.

Education

Bachelor's Degree or equivalent experience

Series 7 and 63/65 combo or 66 securities licenses

State insurance licenses

Job description

Fulton Bank in Parsippany, NJ is seeking a full-time on-site Financial Advisor to advise clients on financial plans using tax and investment strategies, securities, insurance, pension plans, and real estate.

You will assess clients' assets, liabilities, cash flow, insurance coverage, tax status, and objectives to establish tailored investment strategies and build a strong referral network to grow the client book.