Senior Financial Advisor - Investment & Wealth Planning

Santander; Andover (MA); In loco; USD 80.000 - 140.000; Tempo pieno

Descrizione del lavoro

Santander is seeking a Financial Advisor to identify client financial needs and deliver investment and insurance recommendations aligned with regulatory standards. You will build lasting client relationships, grow assets under management, and achieve sales and revenue objectives through needs-based planning.

Responsibilities include meeting clients in-person/virtual, proposing multi-product solutions, and maintaining compliance.

Competenze

• Excellent communication and interpersonal skills.
• Strong knowledge of financial markets and investment options.
• Ability to translate client goals into comprehensive financial plans.

Mansioni

• Meet with clients to assess financial needs and recommend investment and insurance solutions.
• Manage and grow an assigned book of business through proactive client engagement.
• Develop new client relationships through branch leadership and referrals.
• Provide ongoing financial planning aligned with client goals and risk tolerance.
• Ensure compliance with all applicable regulations and internal policies.

Conoscenze

Communication skills

Client relationship

Sales aptitude

Formazione

Bachelor's degree

Master's degree

Strumenti

FINRA licenses

Descrizione del lavoro

Santander is seeking a Financial Advisor to identify client financial needs and deliver investment and insurance recommendations aligned with regulatory standards. You will build lasting client relationships, grow assets under management, and achieve sales and revenue objectives through needs-based planning.

Responsibilities include meeting clients in-person/virtual, proposing multi-product solutions, and maintaining compliance.