Associate Financial Advisor: Build Relationships & Investments

Banco Santander SA; Boston (MA); On-site; USD 62,000 - 105,000; Full time

Job summary

Banco Santander SA in Boston, MA, is seeking an Associate Financial Advisor to help clients identify financial needs and implement investment and insurance solutions. You will work with branch leadership to grow relationships, deliver guidance, and meet revenue objectives.

The role requires NASD FINRA Series 7 and Series 66 licenses, state insurance licenses, and a strong track record in sales and client service. A Bachelor's degree is required, with a Master’s preferred.

Qualifications

• 5+ years of demonstrated sales achievement and client engagement in financial services.
• Experience providing investment guidance and advice to clients.
• Strong knowledge of financial analysis and risk evaluation.
• Active NASD licenses and state insurance licenses are required.

Responsibilities

• Attain and exceed investment sales, revenue, and client engagement goals.
• Conduct client appointments to identify needs and recommend investment and insurance solutions.
• Grow an assigned client portfolio through relationship-building and referrals.
• Maintain regulatory training and licensing; ensure compliance with FINRA and state rules.
• Collaborate with branch leadership to drive investment growth and coaching for LBEs.

Skills

Sales achievement

Interpersonal communication

Relationship management

Attention to detail

Analytical skills

Team collaboration

Education

Bachelor's Degree in Finance / Economics / MIS / Statistics

Master's Degree in Finance / Economics / MIS / Statistics

Tools

Microsoft Office

Job description

Banco Santander SA in Boston, MA, is seeking an Associate Financial Advisor to help clients identify financial needs and implement investment and insurance solutions. You will work with branch leadership to grow relationships, deliver guidance, and meet revenue objectives.

The role requires NASD FINRA Series 7 and Series 66 licenses, state insurance licenses, and a strong track record in sales and client service. A Bachelor's degree is required, with a Master’s preferred.