Financial Advisor Associate: Grow Client Relationships

Banco Santander SA; Conshohocken (Montgomery County); On-site; USD 62,000 - 105,000; Full time

Job summary

Santander is seeking an Associate Financial Advisor in Conshohocken, PA to help clients identify financial needs, understand objectives, and implement investment and insurance solutions in compliance with regulations. You will work with branch leadership and senior advisers to deepen relationships and achieve revenue goals.

The role requires a Bachelor's degree, 5+ years of sales achievement, FINRA licenses (Series 7/66), and strong communication.

Qualifications

• Bachelor's degree or equivalent in finance/economics/management information systems/statistics.
• Master's degree preferred.
• 5+ years of sales achievement with high ethical standards.
• 1+ years experience providing investment guidance to clients.
• Strong verbal and written communication skills.
• Proficiency with Microsoft Office applications.

Responsibilities

• Meet and exceed investment sales, revenue, and client engagement goals.
• Conduct client appointments to identify financial needs and recommend solutions.
• Manage and grow an assigned client portfolio with ongoing financial guidance.
• Maintain regulatory compliance with FINRA, state and federal rules.
• Collaborate with branch teams to generate referrals and grow assets under management.

Skills

Sales achievement

Interpersonal communication

Relationship management

Attention to detail

Microsoft Office

Education

Bachelor's degree in Finance or related field

Master's degree preferred

Tools

FINRA compliance systems

Job description

Santander is seeking an Associate Financial Advisor in Conshohocken, PA to help clients identify financial needs, understand objectives, and implement investment and insurance solutions in compliance with regulations. You will work with branch leadership and senior advisers to deepen relationships and achieve revenue goals.

The role requires a Bachelor's degree, 5+ years of sales achievement, FINRA licenses (Series 7/66), and strong communication.