Fiduciary Advisor

Fulton Bank•York, PA

8d•Hybrid

About The Position

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 full-time, hybrid career opportunity based out of Century Boulevard location in Wyomissing, PA, our Corporate headquarters in Lancaster, or downtown York. The primary responsibility of this position is to manage complex fiduciary client relationships and accounts with demonstrated proficiency, sound judgement and fiduciary discretion, while serving as relationship manager, advisor and consultant. The incumbent in this position is the primary point of contact for these clients and will coordinate a team of product and service experts to aid in recommending and delivering financial solutions in order to attract, retain and grow these relationships. The incumbent functions independently while managing complex fiduciary oriented relationships (and affluent/core wealth relationships as assigned) and is directly responsible for client retention, satisfaction, admininstration and revenue maintenance.

Requirements

Bachelor's Degree or the equivalent experience. Specialty: Business Administration, Finance, or other applicable. (Required)
5 or more years relationship management experience and independently administering fiduciary accounts, or demonstrated fiduciary expertise in a related capacity or as a part of a team. (Required)

Nice To Haves

Certified Financial Planner (CFP) or Certified Trust & Fiduciary Advisor (CTFA). (Preferred)

Responsibilities

Lead the delivery of a consistent and integrated client experience through superior execution against Fulton’s value proposition for FFA clients.
Execute consistent, accurate and timely client service delivery in collaboration with internal partners to meet client expectations and enhance client satisfaction.
Develop activities and initiatives to retain and expand client relationships and increase fee revenue to Fulton Financial Advisors.
Ensure assigned accounts are administered within the terms and conditions of the governing account documents.
Complete all required reviews and reports in a timely and accurate manner.
Review and analyze assigned accounts for their efficient and effective operation.
Build client confidence while maintaining trust principals and FFA's fiduciary responsibility.
Confer with client contacts and internal partners to respond to inquiries concerning fiduciary services, investments and administrative matters, and address routine problems and requests while referring problems which exceed authority to senior team members
Review fiduciary documents for accuracy, ensure proper fiduciary and account administration and serve as subject matter expert on specialized fiduciary matters in direct and indirect actions with clients.
Provide technical resources for others as needed on fiduciary administration and management functions.
Form additional FFA relationships as needed based on client and/or FFA requirements.
Retain, expand and broaden existing client relationships by identifying cross-sell opportunities for Fulton Bank and collaborating across the company to achieve results.
Develop relationships within external centers of influence to facilitate an effective referral network of new prospects.
Participate in community and business activities to enhance the image and position of Fulton Bank.
Provide technical sales support in the development of new business.
Other Duties as Assigned by Manager This role may perform other job duties as assigned by the manager.

Benefits

This job is eligible to receive equity in the form of restricted stock units.
This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.
medical plans with prescription drug coverage
flexible spending account or health savings account depending on the medical plan chosen
dental and vision insurance
life insurance
401(k) program with employer match and Employee Stock Purchase Plan
paid time off programs including holiday pay and paid volunteer time
disability insurance coverage and maternity and parental leave
adoption assistance
educational assistance and a robust wellness program with financial incentives.