Associate Financial Advisor - Grow Client Wealth & Guidance

Santander Holdings USA Inc Careers; Boston (MA); On-site; USD 62,000 - 105,000; Full time

Job summary

Santander Holdings USA Inc in Boston, MA is seeking an Associate Financial Advisor to identify client financial needs, recommend investment and insurance solutions, and deliver exceptional service while maintaining regulatory compliance.

Build relationships, expand an existing client portfolio, and achieve investment sales targets through in-person, virtual, and phone appointments in a team‑oriented branch setting.

Qualifications

• Bachelor's degree or equivalent work experience in finance or related field is required.
• Master's degree is preferred.
• 5+ years proven sales achievement with high ethical standards.
• 1+ year experience providing investment guidance to clients.

Responsibilities

• Attain and exceed investment sales, revenue, and client engagement goals.
• Conduct client appointments via in-person, virtual, and telephone channels.
• Manage and grow a portfolio of clients with ongoing financial guidance.
• Maintain compliance with bank, broker/dealer, FINRA and regulatory standards.

Skills

Interpersonal communication

Sales achievement

Regulatory compliance knowledge

Microsoft Office proficiency

Education

Bachelor's degree in Finance, Economics, MIS, Statistics or equivalent

Master's degree in Finance, Economics, MIS, Statistics or equivalent (preferred)

Tools

FINRA Series 7 license

FINRA Series 66 license

Insurance licenses (state)

Job description

Santander Holdings USA Inc in Boston, MA is seeking an Associate Financial Advisor to identify client financial needs, recommend investment and insurance solutions, and deliver exceptional service while maintaining regulatory compliance.

Build relationships, expand an existing client portfolio, and achieve investment sales targets through in-person, virtual, and phone appointments in a team‑oriented branch setting.