Responsible for developing relationships with clients and prospective clients to provide comprehensive financial planning and strategies to facilitate the growth of Fulton Financial Advisors. Prepares financial plans, including but not limited to cash flow, investments, insurance, estate planning, tax planning, and retirement planning, for clients and prospects. Act as a technical resource for other Advisors for certain administrative, leadership or management functions as assigned • Lead the delivery of a consistent and integrated client experience through superior execution against Fulton’s value proposition. Achieve consistent delivery of planning to clients and prospects. 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.
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