Growth-Focused Financial Advisor

Santander US; Swampscott (MA); On-site; USD 62,000 - 105,000; Full time

Job summary

Santander US is seeking a Financial Advisor to identify client financial needs, understand objectives, and deliver investment and insurance recommendations within regulatory standards. The role develops client relationships and grows assets under management through disciplined financial planning and multi-product solutions.

Responsibilities include client appointments across channels, expanding wallet share, and maintaining compliance with FINRA and insurance licensing requirements.

Qualifications

• Bachelor's degree or equivalent work experience in finance, economics, MIS, statistics or similar field.
• Master's degree in finance, economics, MIS, statistics or equivalent preferred.
• 5+ years of experience providing investment guidance and sales achievement.
• FINRA Series 7 and Series 66 licenses; appropriate state insurance licenses required.

Responsibilities

• Achieve and exceed investment sales, revenue, asset growth and client engagement goals.
• Conduct frequent client appointments in person, virtually or by phone to assess needs and recommend solutions.
• Grow and manage an assigned book of business through ongoing guidance and reviews.
• Develop new relationships through branch leadership collaboration and referrals.
• Deliver comprehensive needs-based financial planning and multi-product recommendations.
• Maintain regulatory compliance with FINRA, state and federal rules.

Skills

Interpersonal communication

Sales achievement

Financial analysis

Risk evaluation

Relationship management

Negotiation

Attention to detail

Microsoft Office

Education

Bachelor's degree or equivalent

Master's degree preferred

FINRA Series 7

FINRA Series 66

State insurance licenses

Tools

Microsoft Office

Job description

Santander US is seeking a Financial Advisor to identify client financial needs, understand objectives, and deliver investment and insurance recommendations within regulatory standards. The role develops client relationships and grows assets under management through disciplined financial planning and multi-product solutions.

Responsibilities include client appointments across channels, expanding wallet share, and maintaining compliance with FINRA and insurance licensing requirements.