Fulton Financial Advisors Work Values

Daily Duties at Fulton Financial Advisors:

Responsible for the development and implementation of investment strategies and processes for the investment division of a wealth management firm with assets totaling $5.9 Billion dollars. Evaluation, selection and implementation of all investment services provided by the organization. Decision making to align all investment services with the organizations goals and appropriate risk tolerance in the best interests of clients. Responsible for the delivery of highly professional pension, endowment and corporate investment solutions to current and prospective clients. Expansion of the firm’s market, including developing networks and building relationships with other Fulton Lines of Business, promoting effective interdependencies and increasing the market's awareness. Leadership and direction of an eighteen person staff managing the relationships and investments for private banking, wealth management, and retirement services accounts. Member of the senior management team responsible for developing business strategies and overall operation for Fulton Financial Advisors.

What they like about Fulton Financial Advisors:

Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.

Tags

Chief Investment Officer, Portfolio manager, problem solving, leadership, compliance officer, equity, fixed income, Team Building, strategy development, Relationship Management, Business development

Skills

Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership , Strategic Planning and development of business plans, Problem solving and solution development and implementation, Team building and leadership, Process improvement and implementation, Compliance program management, Mutual fund due diligence, Investment product development, Investment product marketing, Relationship Managment, Business developement, Realtionship Management, Mentoring and Coaching, Mentoring and Coachi

These are some of the questions we asked our climbers about their experiences with Fulton Financial Advisors: