Associate Financial Advisor: Client Growth & Guidance

Santander Consumer USA Inc.; Roselle (NJ); On-site; USD 62,000 - 105,000; Full time

Benefits offered by this job

Competitive rewards package

Santander Benefits

Job summary

Santander Consumer USA Inc. is seeking an Associate, Financial Advisor to help clients identify financial needs, understand objectives, and implement suitable investment and insurance solutions.

You will work with branch leadership to grow relationships and deliver an exceptional client experience while achieving revenue targets. Qualifications include a Bachelor’s (preferred Master’s) in a related field, 5+ years sales experience, and 1+ year in investment guidance; NASD licenses and state

Qualifications

• 5+ years demonstrated sales achievement with high ethics.

Responsibilities

• Attain and exceed investment sales, revenue, and client engagement goals.
• Conduct client appointments in-person, virtual, and telephone to assess needs and recommend solutions.
• Manage and grow an assigned client portfolio by strengthening relationships and providing ongoing guidance.
• Maintain compliance with bank, broker/dealer, FINRA, state and federal regulations.
• Collaborate with Branch Managers, Field Advisors, and LBEs to identify opportunities and referrals.
• Provide coaching and product awareness to LBEs and branch partners.
• Participate in sales meetings, training, and development initiatives.
• Develop and execute business development activities aligned with management objectives.
• Build internal relationships and referral partnerships for client acquisition and retention.
• Maintain accurate client records and timely reporting; keep licenses and trainings up to date.

Skills

Sales achievement

Investment guidance

Interpersonal skills

Microsoft Office

Relationship management

Negotiation

Financial analysis

Risk evaluation

Leadership

Education

Bachelor’s Degree

Master’s Degree

Job description

Santander Consumer USA Inc. is seeking an Associate, Financial Advisor to help clients identify financial needs, understand objectives, and implement suitable investment and insurance solutions.

You will work with branch leadership to grow relationships and deliver an exceptional client experience while achieving revenue targets. Qualifications include a Bachelor’s (preferred Master’s) in a related field, 5+ years sales experience, and 1+ year in investment guidance; NASD licenses and state