Financial Advisor – Growth & Client Planning

Banco Santander SA; Andover (MA); On-site; USD 62,000 - 105,000; Full time

Job summary

Santander is seeking a Financial Advisor in Andover, MA to provide comprehensive investment and insurance recommendations through a disciplined needs-based planning approach. You will develop and deepen client relationships, grow assets under management, and deliver an exceptional client experience while achieving sales objectives.

Responsibilities include conducting frequent client appointments via in-person, virtual, and phone channels, recommending multi-product solutions, and maintaining

Qualifications

• Bachelor's degree or equivalent work experience in finance, economics, MIS, statistics or related field.
• Master's degree in finance, economics, MIS or statistics is preferred.
• FINRA Series 7 and Series 66 licenses required; insurance licenses required.

Responsibilities

• Identify client financial needs and recommend investment and insurance solutions.
• Conduct client appointments in-person, virtual, or by phone.
• Grow assets under management and wallet share through proactive relationship management.
• Deliver comprehensive, needs-based financial planning aligned with client goals and risk tolerance.
• Maintain compliance with banking, broker/dealer, FINRA and state/federal regulations.

Skills

Interpersonal communication

Financial analysis

Risk evaluation

Client relationship management

Microsoft Office

Education

Bachelor's degree or equivalent

Master's degree preferred

FINRA Series 7 license

FINRA Series 66 license

Insurance licenses

Tools

MS Office

Job description

Santander is seeking a Financial Advisor in Andover, MA to provide comprehensive investment and insurance recommendations through a disciplined needs-based planning approach. You will develop and deepen client relationships, grow assets under management, and deliver an exceptional client experience while achieving sales objectives.

Responsibilities include conducting frequent client appointments via in-person, virtual, and phone channels, recommending multi-product solutions, and maintaining