Fiduciary Advisor

Company: Disability Solutions
Location: Lancaster
Posted on: September 1, 2024

Job Description:

Value PropositionOur values define us and our inspires us to 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 We champion a culture of and We promote a digitally enabled work environment to continuously enhance the experience of our OverviewThis is a full-time position that will be based out of one of our PA Fulton Bank work locations.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.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.QualificationsEducationBachelor Degree or the equivalent experience. Specialty: Business Administration, Finance, or other applicable. (Required)Experience5 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)CertificationsCertified Financial Planner (CFP) or Certified Trust & Fiduciary Advisor (CTFA). (Preferred)Juris Doctorate (JD) is a plus.Other Duties as Assigned by ManagerThis 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.Pay TransparencyTo provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.The salary range for this position is $84,100.00 - $140,200.00 annually. Additional Compensation Components 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.BenefitsAdditionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes 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. To learn more about your potential eligibility for these programs, please visit .EEO StatementFulton 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. Sponsorship StatementAs 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.

Keywords: Disability Solutions, Lancaster , Fiduciary Advisor, Other , Lancaster, Pennsylvania