Posted in Other 30+ days ago.
Job Locations
US-PA-Lancaster | US-DE-Wilmington | US-NJ-Mt Laurel | US-MD-Columbia | US-PA-Bethlehem
Requisition ID |
2021-15509 |
# of Openings |
1 |
Location Name |
Corporate Headquarters |
Category |
Wealth Management |
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
Individual Retirement Account (IRA) Specialist for IRA and Retirement Account client relationships as assigned. Responsible for retaining and expanding existing relationships, and new client acquisition. Has overall responsibility for the maintenance of client relationships and the delivery of all IRA and Retirement Account related products and services, tax advisement provided through Fulton Private Bank.
Position may sit anywhere throughout the Fulton footprint. Must be able to come to Corporate Headquarters in downtown Lancaster, PA as needed.
Responsibilities
Qualifications
Bachelor Degree or the equivalent experience. (Required)
Certified Financial Planner (CFP) or Certified Retirement Services Professional (CRSP) or Certified Trust and Financial Advisor (CTFA) designations (Preferred)
10 or more years relationship management and Individual Retirement Accountadministration including personal income taxexperience . (Required)
Trust tax experience (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.
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