Emerging Financial Advisor: Build Client Wealth

Santander Group; Wethersfield (CT); On-site; USD 62,000 - 105,000; Full time

Job summary

Santander is seeking an Associate Financial Advisor in Wethersfield, CT to help clients identify financial needs and implement investment and insurance solutions, while maintaining regulatory compliance.

You will conduct client appointments in-person, virtual, and by phone, grow a book of business, and collaborate with branch leadership to deliver exceptional service and achieve revenue goals. A strong licensing & education background is required.

Qualifications

• Bachelor’s degree in related field required.
• MBA/Master’s degree preferred.
• 5+ years of sales success in financial services.
• 1+ year experience providing investment guidance.
• Strong MS Office and relationship management skills.
• NASD licenses (6, 63, 7, 65 or 66) and state insurance licenses.

Responsibilities

• Help clients identify financial needs and investment objectives and recommend suitable solutions.
• Conduct client appointments in-person, via video, and by phone to understand needs and present options.
• Manage and grow a portfolio, deepen relationships, and drive revenue goals.
• Maintain compliance with FINRA, state and federal regulations and Santander policies.
• Collaborate with Branch Managers and LBEs to generate referrals and support growth.

Skills

Sales achievement

Investment guidance

Interpersonal communication

MS Office

Relationship management

Negotiation skills

Attention to detail

Team leadership

Education

Bachelor’s degree

Master’s degree

Tools

Microsoft Office

Job description

Santander is seeking an Associate Financial Advisor in Wethersfield, CT to help clients identify financial needs and implement investment and insurance solutions, while maintaining regulatory compliance.

You will conduct client appointments in-person, virtual, and by phone, grow a book of business, and collaborate with branch leadership to deliver exceptional service and achieve revenue goals. A strong licensing & education background is required.