Senior Financial Advisor: Grow Clients' Wealth & Plans

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

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.