Fulton Financial Advisors

Navigating financial decisions—whether personal investing, retirement planning, or business growth—requires guidance built on experience and trust. Fulton Financial Advisors, headquartered at One Penn Square in Lancaster, Pennsylvania, provides advisory services designed to help individuals, families, and businesses manage their financial futures with greater confidence. Operating through Fulton Bank, N.A., the firm combines traditional banking expertise with personalized financial planning to deliver solutions that address long-term wealth management and retirement goals.

With professionals who bring decades of experience in investments, trust services, and private banking, Fulton Financial Advisors focuses on building lasting client relationships through thoughtful strategy and attentive service. The firm also provides dedicated retirement plan support and accessible client assistance, ensuring investors have reliable guidance when making important financial decisions. While investment services are offered independently from broker/dealer operations and remain subject to market risk, Fulton Financial Advisors aims to provide clients with informed advice and practical strategies tailored to their evolving financial needs.

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.

<<< To apply Financial Advisor in Fulton Financial Corporation >>>
To more Fulton Financial Advisors, Find your dream job! Search for jobs, posts your resume, compare salaries and find career advice and research.