Company Description
At Fulton Private Bank, we provide personalized wealth management services to help clients achieve their short and long-term financial goals. Our dedicated personal bankers offer tailored solutions and one-to-one attention to ensure clients receive the support they need. We focus on building strong relationships and acting as trusted advocates for our clients' futures and legacies.
Role Description
This is a full-time on-site role for a Private Wealth Advisor/CFP at Fulton Private Bank located in Hunt Valley, MD. The Private Wealth Advisor will be responsible for financial planning, business relationship management, estate planning, and investment management to help clients effectively manage their wealth and reach their financial objectives.
Qualifications