Associate Financial Advisor — Client Growth & Guidance

Santander Consumer USA Inc.; Salem (NH); Hybrid; USD 62,000 - 105,000; Full time

Job summary

Santander Consumer USA Inc. seeks an Associate Financial Advisor to help clients identify financial needs and implement investment and insurance solutions in compliance with regulatory standards.

You will work with branch leadership and senior investment professionals to deepen relationships and achieve investment sales objectives. The role involves conducting client appointments through various channels, managing a portfolio, and collaborating with LBEs to drive branch investment growth.

Qualifications

• Bachelor’s Degree or equivalent work experience in Finance, Economics, MIS, Statistics or related field – Required.
• Master’s Degree in Finance, Economics, MIS, Statistics or related field – Preferred.
• 5+ years of demonstrated sales achievement while maintaining high ethical standards – Required.
• 1+ years of experience providing investment guidance and advice to clients – Required.

Responsibilities

• Attain and exceed investment sales, revenue, and client engagement goals as defined by management.
• Conduct client appointments through in-person, virtual, and telephone channels to identify financial needs and recommend investment and insurance solutions.
• Manage and grow an assigned portfolio of clients by strengthening relationships and delivering ongoing financial guidance.
• Maintain compliance with all applicable regulations governing the sale of investment and insurance products.

Skills

Excellent communication

Sales achievement

Regulatory compliance knowledge

Client relationship management

Financial analysis

Microsoft Office proficiency

Education

Bachelor’s Degree in Finance/Economics/IS/Statistics

Master’s Degree in Finance/Economics/IS/Statistics

Tools

Microsoft Office

Job description

Santander Consumer USA Inc. seeks an Associate Financial Advisor to help clients identify financial needs and implement investment and insurance solutions in compliance with regulatory standards.

You will work with branch leadership and senior investment professionals to deepen relationships and achieve investment sales objectives. The role involves conducting client appointments through various channels, managing a portfolio, and collaborating with LBEs to drive branch investment growth.