Posted in Management 30+ days ago.
Location: Timonium, Maryland
Job Locations
US-MD-Timonium | US-MD-Columbia
Requisition ID |
2021-15079 |
# of Openings |
1 |
Location Name |
York Road Commercial |
Category |
Private Banking |
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. 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 Bank. We strive to promote a culture of work-life balance, to unplug and recharge to be your best self, at work and at home.
Overview
Functions independently with limited supervision. Relationship manager, advisor, and consultant for complex affluent household relationships within assigned regions. Primary point of contact for these clients and are responsible for coordinating a regional team of product and service experts to assist with recommending and delivering financial solutions in order to retain and grow these important relationships. Responsible for both expanding and retaining existing relationships and for developing internal and external networks to acquire new affluent households.
Responsibilities
Qualifications
Bachelor Degree or the Equivalent Experience. Specialty: Relevant degree pertaining to the essential duties of this role. (Required)
5 or more years Investment or brokerage sales experience required, preferrably with the affluent or wealth market segments. (Required)
5 or more years Banking or financial services industry experience with bank credit and mortgage credit products and processes preferred. (Preferred)
Series 6, 66, or 7 life insurance licenses. (Required)
Certified Financial Professional. (Preferred)
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 Bank currently or in the future.
EEO Statement
Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity 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.
NMLS
This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.
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