Experienced Financial Advisor - Investments & Insurance

Santander US; West Caldwell (NJ); On-site; USD 62,000 - 105,000; Full time

Benefits offered by this job

Santander Benefits

Job summary

Santander US in New Jersey seeks a Financial Advisor responsible for identifying client needs, understanding objectives, and recommending investment and insurance products in line with compliance standards to drive sales and long-term client satisfaction.

You will achieve and exceed branch sales goals, maintain regulatory compliance with FINRA/FDIC rules, develop quarterly business plans, mentor Licensed Bank Employees, and create strong relationships to secure referrals.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Master's degree preferred in related field.
• NASD licenses 6, 63, 7, 65 or 66 and appropriate state insurance licenses required.

Responsibilities

• Identify client needs and objectives to recommend investments and insurance products.
• Achieve and exceed branch sales and revenue goals on a quarterly basis.
• Maintain regulatory compliance with bank, broker/dealer, FINRA, and FDIC policies.
• Develop and execute quarterly business development plans for referrals.
• Provide mentorship to Licensed Bank Employees and maintain client relationships.

Skills

Investment guidance

Sales achievement

Interpersonal communication

Microsoft Office

Education

Bachelor's Degree

Master's Degree

Tools

Microsoft Office

Job description

Santander US in New Jersey seeks a Financial Advisor responsible for identifying client needs, understanding objectives, and recommending investment and insurance products in line with compliance standards to drive sales and long-term client satisfaction.

You will achieve and exceed branch sales goals, maintain regulatory compliance with FINRA/FDIC rules, develop quarterly business plans, mentor Licensed Bank Employees, and create strong relationships to secure referrals.