Associate Financial Advisor: Grow Clients & Impact

Banco Santander SA; New Jersey; On-site; USD 62,000 - 105,000; Full time

Job summary

Banco Santander SA’s Bay Ridge, Brooklyn, NY office seeks an Associate Financial Advisor to help clients identify financial needs, align investment objectives, and implement appropriate investment and insurance solutions. Collaborate with branch leadership and senior advisors to grow client relationships and drive sales while ensuring regulatory compliance.

The role requires licensing accuracy, ongoing education, and active participation in training and development to enhance advisory skills and

Qualifications

• Bachelor’s Degree or equivalent required.
• Master’s Degree preferred.
• 5+ years of sales achievement with high ethics required.
• 1+ years experience providing investment guidance to clients required.
• Strong interpersonal, verbal and written communication skills.
• Proficiency with Microsoft Office applications.

Responsibilities

• Meet investment sales, revenue, and client engagement goals as defined by management.
• Conduct client appointments in person, virtually, and by telephone to assess needs and recommend solutions.
• Grow and manage an assigned client portfolio with relationships and ongoing financial guidance.
• Maintain regulatory compliance with bank, broker/dealer, FINRA, and state/federal rules.

Skills

Sales experience

Client relationships

Investment guidance

Communication skills

Microsoft Office

Education

Bachelor’s Degree

Master’s Degree

Job description

Banco Santander SA’s Bay Ridge, Brooklyn, NY office seeks an Associate Financial Advisor to help clients identify financial needs, align investment objectives, and implement appropriate investment and insurance solutions. Collaborate with branch leadership and senior advisors to grow client relationships and drive sales while ensuring regulatory compliance.

The role requires licensing accuracy, ongoing education, and active participation in training and development to enhance advisory skills and