Associate Financial Advisor: Grow Client Wealth & Relationships

Santander Consumer USA Inc.; Conshohocken (Montgomery County); On-site; USD 61,875 - 105,000; Full time

Benefits offered by this job

Competitive rewards package

Benefits for family and well-being

Job summary

Santander Consumer USA Inc. is seeking an Associate Financial Advisor to assist clients with their financial needs and investment objectives. In this role, you will conduct client appointments and manage a portfolio to ensure growth while complying with regulations.

The ideal candidate has a Bachelor's Degree, proven sales success, and strong communication abilities. This position offers a competitive salary range between $61,875 and $105,000 along with a robust benefits package.

Qualifications

• 5+ years of sales achievement with high ethical standards.
• 1+ years providing investment guidance to clients.
• Strong social orientation and team-oriented.

Responsibilities

• Meet investment sales and revenue goals.
• Conduct client appointments to assess financial needs.
• Manage and grow a portfolio of clients.

Skills

Interpersonal communication skills

Financial analysis and risk evaluation

Relationship management

Attention to detail

Education

Bachelor's Degree in Finance or related field

Master's Degree in Finance or related field

Tools

Microsoft Office

Job description

Santander Consumer USA Inc. is seeking an Associate Financial Advisor to assist clients with their financial needs and investment objectives. In this role, you will conduct client appointments and manage a portfolio to ensure growth while complying with regulations.

The ideal candidate has a Bachelor's Degree, proven sales success, and strong communication abilities. This position offers a competitive salary range between $61,875 and $105,000 along with a robust benefits package.