Financial Advisor - Centralized, Whitestone, NY

Santander; Whitestone; On-site; CAD 60,000 - 80,000; Full time

Job summary

A global financial services leader is seeking a Financial Advisor in Whitestone. The role involves identifying client needs, providing investment recommendations, and achieving sales goals. Ideal candidates will have a Bachelor's degree in Finance or a related field, strong interpersonal skills, and a proven sales record. Join a supportive team focused on personal and professional growth.

Qualifications

• Experience providing investment guidance and advice to clients is required.
• Demonstrated superior sales achievement and ethical standards are required.
• Strong communication skills are essential.

Responsibilities

• Identify client needs and provide investment recommendations.
• Achieve sales and revenue goals based on quarterly objectives.
• Conduct client appointments and branch training sessions.

Skills

Interpersonal communication

Financial analysis

Relationship management

Attention to detail

Education

Bachelor's Degree in Finance, Economics or related field

Master's Degree in relevant field

Tools

Microsoft Office

Job description

Financial Advisor - Centralized, Whitestone, NYCountry : United States of America

Financial Advisor - Centralized, Whitestone, NYCountry : United States of America

Your Journey Starts Here

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.

The Difference You Make

The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment / insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications from a variety of lead generation sources.

• Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis.
• Maintain compliance with all applicable bank, broker / dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products.
• When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans.
• Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program.
• Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services.
• Maintain records, master operational procedures, and provide sales and activity reports per management's request in a timely and efficient manner.
• Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives.
• Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations.
• Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory.
• Hold frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products.

What You Bring

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's Degree or equivalent work experience : Finance, Economics, Management Information Systems, Statistics or equivalent field - Required.
• Master's Degree Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred.
• Years Experience providing investment guidance and advice to clients - Required.
• Years Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required.
• Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
• Superior knowledge of financial analysis, risk evaluation, loan documentation.
• Motivating, developing, and directing people as they work, identifying the best people for the job.
• Strong relationship management and negotiation skills via a phone channel.
• Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Attention to detail, being careful about detail and thorough in completing work tasks.
• Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job.
• Demonstrated proficiency with Microsoft Office applications.

Certifications

• NASD licenses , , , or - Required.
• Appropriate state insurance licenses - Required.

It Would Be Nice For You To Have

Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

What Else You Need To Know

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a -hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range

Minimum : $,. USD

Maximum : $,. USD

Link to Santander Benefits :

Risk Culture

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement

At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions

Frequent minimal physical effort such as sitting, standingand walking is required for this role. Depending on location, occasional moving and lifting light equipment and / or furniture may be required.

Employer Rights

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

What To Do Next