Financial Advisor Associate — Build Relationships & Growth

Santander Consumer USA Inc.; Falmouth (MA); On-site; USD 62,000 - 105,000; Full time

Job summary

Santander Consumer USA Inc. is seeking an Associate Financial Advisor to help clients identify financial needs and implement investment and insurance solutions.

You will partner with branch leadership to grow relationships, aiming to achieve sales and revenue objectives while maintaining regulatory compliance. The role requires a strong background in finance or related fields, 5+ years of sales success, and FINRA licenses with state insurance credentials.

Qualifications

• Bachelor's degree or equivalent work experience in Finance, Economics, MIS, Statistics or related field.
• Master's degree in Finance, Economics, MIS, Statistics or related field preferred.
• 5+ years of a proven sales record with high ethics.
• 1+ year of experience providing investment guidance and advice to clients.
• Very strong interpersonal communication skills with excellent verbal and written communication.
• Knowledge of financial analysis and risk evaluation.
• Motivating, developing and directing people to perform their best.
• Strong relationship management and negotiation skills.
• Ability to analyze strengths/weaknesses of solutions and approaches.
• Attention to detail and thoroughness in task completion.
• Strong social orientation and teamwork.
• Proficiency with Microsoft Office applications.

Responsibilities

• Attain and exceed investment sales, revenue, and client engagement goals as defined by management and the Retail Investments scorecard.
• Conduct client appointments through in-person, virtual, and telephone channels to identify financial needs and recommend solutions.
• Manage and grow an assigned portfolio of clients by strengthening relationships and delivering ongoing financial guidance.
• Maintain compliance with all applicable bank, broker/dealer, FINRA, state, and federal regulations governing sale of investment and insurance products.
• Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support branch investment growth.
• Provide coaching, education, and product awareness support to LBEs and branch partners to enhance referrals and engagement.
• Participate in sales meetings, training programs, coaching sessions, and development initiatives to enhance advisory skills.
• Develop and execute business development activities aligned with management objectives and client acquisition strategies.
• Build strong internal relationships and referral partnerships to support client acquisition and retention.
• Maintain accurate client records, complete administrative requirements, and provide activity and sales reporting.
• Maintain all required professional licenses, registrations, continuing education requirements, and regulatory training.

Job description

Santander Consumer USA Inc. is seeking an Associate Financial Advisor to help clients identify financial needs and implement investment and insurance solutions.

You will partner with branch leadership to grow relationships, aiming to achieve sales and revenue objectives while maintaining regulatory compliance. The role requires a strong background in finance or related fields, 5+ years of sales success, and FINRA licenses with state insurance credentials.