Financial Advisor: Growth & Client Relationships

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

Job summary

Santander US is seeking an Associate Financial Advisor to help clients identify financial needs, define investment objectives, and implement appropriate investment and insurance solutions in line with regulatory standards. You will collaborate with branch leadership and senior investment professionals to grow client relationships and achieve investment sales targets.

You will conduct client appointments through in-person, virtual, and telephone channels, manage and expand a portfolio, maintain

Qualifications

• 5+ years of sales achievement with high ethical standards.
• 1+ years of experience providing investment guidance and advice to clients.
• Very strong interpersonal and written communication skills.
• Ability to analyze and evaluate financial strengths/weaknesses of solutions.
• Attention to detail and thoroughness in completing tasks.
• Strong relationship management and negotiation skills.
• Proficiency with MS Office and related tools.

Responsibilities

• Meet with clients to identify financial needs and recommend investment and insurance solutions.
• Grow and manage a portfolio of clients and derive referrals.
• Maintain compliance with FINRA, state, and federal regulations.
• Collaborate with Branch Managers and LBEs to drive growth.
• Participate in sales meetings, training, coaching, and development.
• Maintain accurate client records and timely reporting.
• Maintain required licenses and continuing education.

Skills

Sales achievement

Client meetings

Portfolio management

Regulatory compliance

Relationship building

Coaching

Business development

Referral networks

Record keeping

Education

Bachelor's degree

Master's degree

Tools

Microsoft Office

Job description

Santander US is seeking an Associate Financial Advisor to help clients identify financial needs, define investment objectives, and implement appropriate investment and insurance solutions in line with regulatory standards. You will collaborate with branch leadership and senior investment professionals to grow client relationships and achieve investment sales targets.

You will conduct client appointments through in-person, virtual, and telephone channels, manage and expand a portfolio, maintain