Associate Financial Advisor
US-NJ-Manahawkin
Careers
Req #: 21598
Type: Full-Time
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Overview: This is a full-time, on-site, commissioned career opportunity based out of our Manahawkin Financial Center in Ocean County, NJ. Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies. Responsibilities: * Responsible for building a referral network in order to promote and sell the Bank's services and products. Educating Fulton Financial Corporation personnel of the Bank's investment products and services so the branch can obtain qualified referrals. This will be done with specified branches defined by the Fulton Financial Advisors brokerage team. Management has discretion to redistribute branches at will. Calling on new and existing customers to sell required level of investments products and to cross sell retail banking products and services to meet annual goals within a specific territory of branch coverage. To actively work a book of business assigned by the Financial Advisor in the team partnership. Flexibility required as appointments will occasionally be held on Saturdays or in the evenings. Attends partner meetings, round tables, call nights and joint calling with retail managers to promote teamwork and understanding of brokerage products. * Services an existing group of customers. Providing an understanding of investment risk and expected returns by properly profiling each customer by need for suitability. Consults with the teams Financial Advisor when required. Provides on going investment and banking advice to customers to help meet the customer's total financial need. Works to develop client relationships to full potential. Specific focus on clients with lower net worth relationships, calling to grow the share of wallet and identify opportunities. Ensures customer profile is updated routinely so investments remain consistent with risk tolerance. Works actively with the Financial Advisor to develop and maintain an accurate system for the team. Attempt to gather assets, as part of total relationship, from other institutions. Takes direction from the Financial Advisor in developing relationships and the practice. Works collaboratively with the Financial Advisor to provide input in development of marketing plans or strategic plans for continued growth of the area. * Interacting with outside sources, to encourage the referral of potential customers. Willingness to become involved in community organizations to promote the brand and develop outside contacts. * Contributes to a balanced business plan annually. Focus is on maximizing internal referrals, services and direct mail activity, working existing book of clients, and development of personal new business sources to achieve annual sales objectives. * Interacts closely with the administrative staff to service client accounts and process appropriate documentation required for account opening and maintenance processes. Qualifications: Education Bachelor Degree or the equivalent experience. Specialty: Relevant degree pertaining to the essential duties of this role. (Preferred) Experience 1 or more years Sales and financial. (Preferred) Certifications Series 7, 63 and 65 or 66, and Life and Health Insurance licenses must be attained within three months of hire. (Required) Must be able to be affiliated with our Broker Dealer. (Required)
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