Commissioned Financial Advisor & Wealth Planner

Fulton Bank - Students; Cherry Hill Township (NJ); Sur place; USD 90 000 - 150 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental and vision insurance

401(k) with match

Paid time off

Résumé du poste

Fulton Bank in Cherry Hill, NJ is seeking a full-time financial advisor to serve an existing client base, provide investment, insurance, and banking guidance, and help clients reach their financial goals.

This on-site role is fully commissioned, with responsibilities to build referrals, maintain client profiles, and comply with regulations. A Bachelor's degree is required; Series 7 and 63/65 or 66 licenses and state insurance licenses are needed.

Qualifications

• Bachelor's degree or equivalent experience.
• 1+ years securities industry experience.
• Licenses: Series 7 and 63/65 or 66 and state insurance licenses.

Responsabilités

• Serve an existing group of clients with investment and banking advice.
• Build a referral network to promote brokerage and insurance products.
• Maintain client profiles and ensure assets are aligned with risk tolerance.
• Develop plans to maximize internal and external referrals to meet sales objectives.

Connaissances

Client advisory

Relationship management

Sales and referrals

Formation

Bachelor's degree or equivalent

Outils

Series 7

Series 63/65 or 66

State insurance licenses

Description du poste

Fulton Bank in Cherry Hill, NJ is seeking a full-time financial advisor to serve an existing client base, provide investment, insurance, and banking guidance, and help clients reach their financial goals.

This on-site role is fully commissioned, with responsibilities to build referrals, maintain client profiles, and comply with regulations. A Bachelor's degree is required; Series 7 and 63/65 or 66 licenses and state insurance licenses are needed.