Brooklyn Financial Advisor Associate — Grow Client Relationships

Santander Group; New York (NY); On-site; USD 62,000 - 105,000; Full time

Job summary

Santander Group in Brooklyn, NY seeks an Associate Financial Advisor to help clients identify financial needs and implement investment and insurance solutions with regulatory compliance and a client-first focus.

You will develop relationships, deepen existing connections, and deliver advisory services while meeting sales and revenue objectives. A Bachelor's degree and FINRA licenses are required; 5+ years of sales experience is preferred, with strong communication and negotiation skills.

Qualifications

• Bachelor's degree in Finance/Economics/IS/Statistics or equivalent field.
• 5+ years of sales with high ethical standards.
• 1+ year of investment guidance experience for clients.
• FINRA Series 7 and Series 66 (or 63 & 65) licenses, plus state insurance licenses.
• Strong communication and relationship-building skills.

Responsibilities

• Meet and exceed investment sales, revenue, and client engagement goals.
• Conduct client appointments in-person, virtual, and by phone to identify needs.
• Manage and grow a client portfolio with ongoing financial guidance.
• Maintain compliance with bank, FINRA, state and federal regulations.
• Collaborate with Branch Managers, Field Advisors, and LBEs to drive growth.

Skills

Interpersonal communication

Relationship management

Negotiation

Attention to detail

Sales experience

Education

Bachelor's degree

Master's degree preferred

Tools

Microsoft Office

Job description

Santander Group in Brooklyn, NY seeks an Associate Financial Advisor to help clients identify financial needs and implement investment and insurance solutions with regulatory compliance and a client-first focus.

You will develop relationships, deepen existing connections, and deliver advisory services while meeting sales and revenue objectives. A Bachelor's degree and FINRA licenses are required; 5+ years of sales experience is preferred, with strong communication and negotiation skills.