Associate Financial Advisor: Client Growth & Guidance

Santander; Salem (NH); On-site; USD 62,000 - 105,000; Full time

Benefits offered by this job

Santander Benefits - 2026 Santander On

Job summary

Santander in the United States seeks an Associate Financial Advisor for its Salem, NH office. You will help clients identify financial needs, craft investment strategies, and implement insurance solutions consistent with regulatory standards.

You will develop relationships, grow client portfolios, and collaborate with branch leadership to achieve investment sales and revenue objectives, while maintaining licenses and delivering exceptional client service.

Qualifications

• Bachelor’s Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required.
• Master’s Degree: Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred.
• 5+ Years: Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required.
• 1+ Years: Experience providing investment guidance and advice to clients - Required.
• Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
• Knowledge of financial analysis and risk evaluation.
• Motivating, developing, and directing people as they work, identifying the best people for the job.
• Strong relationship management and negotiation skills.
• Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Attention to detail, being careful about detail and thorough in completing work tasks.
• Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job.
• Demonstrated proficiency with Microsoft Office applications.

Responsibilities

• Attain and exceed investment sales, revenue, and client engagement goals as defined by management and the Retail Investments scorecard.
• Conduct client appointments through in-person, virtual, and telephone channels to identify financial needs and recommend appropriate investment and insurance solutions.
• Manage and grow an assigned portfolio of clients by strengthening relationships, uncovering additional opportunities, and delivering ongoing financial guidance.
• Maintain compliance with all applicable bank, broker/dealer, FINRA, state, and federal regulations governing the sale of investment and insurance products, including Santander’s Uninsured Products Policy Statement.
• Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
• Provide coaching, education, and product awareness support to LBEs and branch partners to enhance referral generation and client engagement.
• Participate actively in sales meetings, training programs, coaching sessions, and development initiatives designed to enhance advisory skills and business performance.
• Develop and execute business development activities aligned with management objectives and client acquisition strategies.
• Build strong internal relationships and referral partnerships that support client acquisition and retention efforts.
• Maintain accurate client records, complete operational and administrative requirements, and provide activity and sales reporting in a timely manner.
• Maintain all required professional licenses, registrations, continuing education requirements, and regulatory training.

Skills

Sales achievement

Investment guidance

Interpersonal communication

Microsoft Office

Financial analysis

Relationship management

Negotiation

Attention to detail

Team collaboration

Problem solving

Education

Bachelor’s degree or equivalent (Finance/Economics/MIS/Statistics)

Master’s degree (Finance/Economics/MIS/Statistics)

NASD licenses: FINRA Series 7, Series 66 (or 63 & 65)

State insurance licenses

Tools

Microsoft Office

Job description

Santander in the United States seeks an Associate Financial Advisor for its Salem, NH office. You will help clients identify financial needs, craft investment strategies, and implement insurance solutions consistent with regulatory standards.

You will develop relationships, grow client portfolios, and collaborate with branch leadership to achieve investment sales and revenue objectives, while maintaining licenses and delivering exceptional client service.