Fulton Financial Advisors
Fulton Financial Advisors is headquartered at One Penn Square, Lancaster, PA 17602 At certain places on this site, you may find links to websites operated by or under the control of third parties. Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries, Fulton Financial Advisors, and Fulton Private Bank do not endorse …
Dave joined Fulton Financial Advisors and Fulton Private Bank in 2007. He has over 20 years of experience in investments and trust banking. Dave came to Fulton Financial Advisors following a career with SunTrust where he served in a variety of positions including Closely Held Business Analyst, Business Development Officer, Manager of Private Client Services, and Corporate Strategies/Mergers …
Fulton Bank and Fulton Financial Advisors are not registered brokers/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk, and may lose value.
Welcome to Fulton Financial Advisors Retirement Plan Services. PARTICIPANT ASSISTANCE: Participant assistance is just a phone call away. Representatives are available Monday through Friday between the hours of 8:00 am and 8:00 pm EST to answer your questions, help you log in, and assist you with transactions. Call 1-800-452-4190.
Fulton Financial Advisors operates through Fulton Bank, N.A., and is headquartered at One Penn Square, Lancaster, PA 17602. At certain places on this site, you may find links to websites operated by or under the control of third parties. Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries, Fulton Financial Advisors, and …
About Fulton Financial Advisors: Fulton Financial Advisors is located at 555 Willow St in Lebanon, PA – Lebanon County and is a business listed in the categories Financial Planning Consultants, Banks, Commercial Banks, Financial Planning & Services and Financial Planning Consultants & Services and offers Business Accounts, Banking, Drive-Thru Services, Bank By Phone, Drive Through, Telebanking …
Fulton Financial Advisors operates through Fulton Bank, N.A., and is headquartered at One Penn Square, Lancaster, PA 17602. At certain places on this site, you may find links to websites operated by or under the control of third parties. Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries, Fulton Financial Advisors, and …
Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries, Fulton Financial Advisors, and Fulton Private Bank do not endorse, approve, certify, or control those external sites and do not guarantee the accuracy or completeness of the information contained on those web sites.
What are Fulton Financial Advisors?
Through Fulton Financial Advisors, you’ll have guidance and access to financial solutions from stocks and mutual funds to IRAs and insurance. Your dream home needs a dream mortgage. Fulton Mortgage Company offers a variety of mortgage solutions to help you make homeownership a reality.
What do you need to know about Fulton Financial Advisor?
Single point of contact to assist with all aspects of service. We do not outsource services, investment management, or record keeping. Our team takes a holistic view and provides objective solutions. Fulton Financial Advisor’s quarterly newsletter with ideas, advice, and tools for retirement planning. The right products and services.
What is a Fulton mortgage company?
Fulton Mortgage Company offers a variety of mortgage solutions to help you make homeownership a reality. If you’re passionate about collaboration, customer service, and building relationships, you might find a great opportunity at Fulton Bank.
Fulton Financial Corporation is a U.S. regional financial services holding company, headquartered in Lancaster, Pennsylvania. Fulton Financial Corp. has over $21 billion in assets, operating as Fulton Bank offers over 220 banking centers providing financial services throughout Pennsylvania, Maryland, Delaware, New Jersey, and Virginia.
Financial Advisor – Fulton Financial Corporation
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.
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company and every success we experience begins with them. We hire team members who raise the bar, who are collaborative and inclusive, who build relationships, and who are looking for a long-term career with Fulton. We strive to promote a culture of work-life balance, to unplug and recharge to be your best self, at work and home.
Duties of Financial Advisor in Fulton Financial Corporation
- Services an existing group of clients. Providing an understanding of investment risk and expected returns by properly profiling each customer by a 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 the total relationship, from other institutions.
- Responsible for building a referral network within the Bank to promote and sell brokerage and insurance products. Educates Fulton Financial Corporation Fulton Financial Corporation employees regarding investment and insurance products and services to 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 on existing books of clients, and developing external new business sources to achieve annual sales objectives.
Assists Sales Assistant Manager in the evaluation of their assigned sales assistant.
Financial Advisor in Fulton Financial Corporation Certifications
Series 7 and 63 securities licenses and State insurance licenses. (Required)
This role may perform other job duties as assigned by the manager. Each employee of the organization, regardless of position, is accountable for reading, understanding, and acting on the contents of all Company-assigned and/or job-related Compliance Programs, regulations, and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates.
This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Sponsorship Statement: As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Financial Corporation currently or in the future.
EEO Statement: Fulton Financial Corporation (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunities for all qualified persons.
Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
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