Associate Financial Advisor — Build Relationships & Growth

Santander Group; New York (NY); Presencial; USD 62.000 - 105.000; Jornada completa

Descripción de la vacante

Santander is seeking an Associate Financial Advisor in Brooklyn, NY to help clients identify financial needs and implement suitable investment and insurance solutions. You will work with branch leadership and senior advisors to grow relationships and achieve sales targets while maintaining compliance with regulatory standards.

You will conduct client appointments across in-person, virtual, and phone channels, manage a portfolio, and collaborate to generate referrals.

Formación

• Bachelor's degree in Finance, Economics, MIS, Statistics or equivalent field.
• Master's degree preferred.
• 5+ years of sales achievement in financial services.
• 1+ years of experience providing investment guidance.
• Strong analytical and risk evaluation skills.
• Proven relationship management and negotiation abilities.
• Proficiency with Microsoft Office.
• Licenses: FINRA Series 7 and Series 66 (or 63/65); state insurance licenses.

Responsabilidades

• Develop client relationships and deliver an exceptional client experience.
• Identify financial needs and tailor investment and insurance solutions.
• Maintain compliance with FINRA, state and federal regulations.
• Collaborate with Branch Managers and Licensed Bank Employees to generate referrals.
• Participate in sales meetings, training, and development activities.

Conocimientos

Interpersonal skills

Verbal communication

Written communication

Financial analysis

Risk evaluation

Relationship management

Negotiation

Attention to detail

Educación

Bachelor's Degree or equivalent

Master's Degree

Herramientas

Microsoft Office

FINRA Series 7/66

Insurance licenses

Descripción del empleo

Santander is seeking an Associate Financial Advisor in Brooklyn, NY to help clients identify financial needs and implement suitable investment and insurance solutions. You will work with branch leadership and senior advisors to grow relationships and achieve sales targets while maintaining compliance with regulatory standards.

You will conduct client appointments across in-person, virtual, and phone channels, manage a portfolio, and collaborate to generate referrals.