Financial Advisor (Commissioned) — Grow Clients & Investments

Fulton Bank; Cherry Hill Township (NJ); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Medical plans

401(k) with employer match

Paid time off programs

Job summary

Fulton Bank in Cherry Hill, NJ is seeking a dedicated financial advisor. In this full-time position, you will provide investment advice and financial planning services to clients, utilizing your expertise in securities and insurance. You will work to build a referral network while managing an existing group of clients. The ideal candidate will have at least one year of securities industry experience and hold the necessary licenses. A comprehensive benefits package is included.

Qualifications

• 1+ years of experience in the securities industry required.
• Must possess Series 7 and 63/65 or 66 securities licenses.
• Ability to affiliate with Broker Dealer is required.

Responsibilities

• Advise clients on financial plans based on their assets and objectives.
• Build a referral network to promote and sell financial products.
• Manage and update client profiles according to investment risk.

Skills

Client relationship management

Investment knowledge

Financial planning

Education

Bachelor's Degree or equivalent

Tools

Securities licenses (Series 7, 63/65 or 66)

Job description

Fulton Bank in Cherry Hill, NJ is seeking a dedicated financial advisor. In this full-time position, you will provide investment advice and financial planning services to clients, utilizing your expertise in securities and insurance. You will work to build a referral network while managing an existing group of clients. The ideal candidate will have at least one year of securities industry experience and hold the necessary licenses. A comprehensive benefits package is included.