Financial Advisor, Peabody, MA

santander; Peabody (MA); On-site; USD 60,000 - 110,000; Full time

Job summary

Santander in Peabody, MA is seeking a Financial Advisor to identify client financial needs and deliver investment and insurance recommendations within regulatory standards. You will develop relationships, grow assets, and meet sales goals while delivering exceptional client service.

Responsibilities include conducting client appointments, expanding the book of business, and delivering comprehensive financial planning.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Master's degree preferred.
• 5+ years of investment guidance experience required.
• 5+ years of sales achievement with high ethical standards required.
• FINRA Series 7 and Series 66 (or 63 & 65) licenses required.
• Appropriate state insurance licenses required.
• Strong communication and relationship-management skills.
• Broad knowledge of investment and insurance solutions.

Responsibilities

• Identify client financial needs and deliver investment and insurance recommendations.
• Develop and deepen client relationships and grow assets under management.
• Meet sales and revenue objectives while maintaining compliance.
• Conduct frequent client appointments via in-person, virtual, and phone channels.
• Deliver comprehensive, needs-based financial planning aligned with client goals.

Skills

Interpersonal communication

Verbal communication

Written communication

Relationship management

Negotiation skills

Attention to detail

Logical reasoning

Microsoft Office

Team oriented

Education

Bachelor's degree in Finance/Economics/MIS/Statistics

Master's degree in Finance/Economics/MIS/Statistics

Tools

Microsoft Office

Job description

Financial Advisor, Peabody, MA

Country: United States of America

It Starts Here:

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.

If you are interested in exploring the possibilities We Want to Talk to You!

The Difference You Make

The Financial Advisor is responsible for identifying client financial needs, understanding investment objectives, and delivering comprehensive investment and insurance recommendations consistent with regulatory and compliance standards. Through a disciplined, needs-based financial planning approach, the Financial Advisor develops and deepens client relationships, grows assets under management, and delivers an exceptional client experience while achieving sales and revenue objectives.

• Achieve and exceed individual investment sales, revenue, asset growth, and client engagement goals as established by Santander Investments and management.
• Conduct frequent client appointments through in-person, virtual, and telephone channels to identify financial needs and recommend appropriate investment and insurance solutions.
• Manage, retain, and grow an assigned book of business through proactive relationship management, ongoing financial guidance, and regular client reviews.
• Develop new client relationships through effective partnership with branch leadership and licensed bank personnel, generating referrals and uncovering new business opportunities.
• Deliver a comprehensive, needs-based financial planning experience that aligns client goals, risk tolerance, and investment strategies.
• Recommend multi-product solutions across a broad range of investment and insurance offerings to help clients meet their financial objectives.
• Increase assets under management and wallet share by identifying opportunities within existing and prospective client relationships.
• Maintain compliance with all applicable bank, broker/dealer, FINRA, state, and federal regulations governing the sale of investment and insurance products, including Santander's Uninsured Products Policy Statement.
• Maintain required professional training, continuing education, and licensing requirements.
• Serve as a trusted investment resource for internal business partners while maintaining all regulatory and compliance standards.

What You Bring:

• Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field. - Required.
• Master's Degree Finance, Economics, Management Information Systems, Statistics or equivalent field. - Preferred.
• 5+ Years Experience providing investment guidance and advice to clients - Required.
• 5+ Years Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required.
• Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
• Superior knowledge of financial analysis and risk evaluation
• Demonstrated knowledge of a broad range of investment and insurance solutions, including fee-based advisory programs, fixed income strategies, structured products, annuities, and life insurance, with the ability to align recommendations to client objectives and risk tolerance.
• Proven ability to deliver comprehensive, needs-based financial planning and implement personalized investment strategies that support clients' long-term financial goals.
• Motivating, developing, and directing people as they work, identifying the best people for the job.
• Strong relationship management and negotiation skills.
• Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Attention to detail, being careful about detail and thorough in completing work tasks.
• Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job.
• Demonstrated proficiency with Microsoft Office applications.

Certifications:

• NASD licenses: FINRA Series 7, Series 66 (or 63 & 65) - Required.
• Appropriate state insurance licenses - Required.

It Would Be Nice For You To Have:

• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

Work Authorization & Sponsorship:

Applic