layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Financial Advisor
Fulton Bank
Parsippany, New Jersey
Source: Fulton Bank careers · View original posting
Employer job description
From Fulton Bank's posting. “We” and “our” refer to the employer.
Value Proposition
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. Together we are committed to making a positive impact in our local communities.
We champion a culture of continuous learning, work-life integration, and inclusion.
We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a full-time, on-site, commissioned career opportunity based out of our Parsippany, NJ financial center.
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
- Services an existing group of clients. Providing an understanding of investment risk and expected returns by properly profiling each customer by 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 total relationship, from other institutions.