Senior Financial Advisor, Wealth Growth & Planning

santander; España; On-site; EUR 53,000 - 80,000; Full time

Job summary

Santander is seeking a Financial Advisor in the United States. You will identify client financial needs, recommend investments and insurance, and deepen relationships to grow assets under management.

The role requires strong sales performance, licensing, and adherence to FINRA and regulatory standards. You will engage clients via in-person and virtual channels and collaborate with branch leadership to generate referrals and new business.

Qualifications

• Bachelor's degree or equivalent in Finance, Economics, or related field (Required).
• Master's degree preferred in Finance, Economics, or MIS.
• 5+ years providing investment guidance to clients (Required).
• Proven sales track record with high ethical standards (Required).
• Strong communication skills, both written and verbal.

Responsibilities

• Identify client financial needs and investment objectives.
• Provide comprehensive investment and insurance recommendations.
• Develop and manage a book of business with ongoing client reviews.
• Ensure compliance with FINRA, state, and bank regulations.
• Grow assets under management and wallet share.
• Build new client relationships through branch leadership and referrals.

Skills

Interpersonal skills

Relationship Mgmt

Sales experience

Financial analysis

Regulatory knowledge

FINRA licensing

Education

Bachelor's degree in Finance or related field

Master's degree (Preferred)

Job description

Santander is seeking a Financial Advisor in the United States. You will identify client financial needs, recommend investments and insurance, and deepen relationships to grow assets under management.

The role requires strong sales performance, licensing, and adherence to FINRA and regulatory standards. You will engage clients via in-person and virtual channels and collaborate with branch leadership to generate referrals and new business.