Senior Financial Advisor & Wealth Planning

Santander Consumer USA Inc.; Peabody (MA); On-site; USD 62,000 - 105,000; Full time

Job summary

Santander Consumer USA Inc. seeks a Financial Advisor who will identify client financial needs, understand objectives, and offer investment and insurance recommendations within regulatory standards.

The role focuses on disciplined, needs-based planning to grow assets, deepen relationships, and meet sales targets. Responsibilities include conducting regular client meetings, expanding an assigned book of business, and delivering multi-product solutions while maintaining compliance with FINRA,

Qualifications

• Bachelor's Degree or equivalent work experience in Finance, Economics, MIS, Statistics or related field.
• Master's Degree in Finance, Economics, MIS, Statistics or related field is preferred.
• 5+ years' experience providing investment guidance to clients.
• 5+ years' track record of sales achievement while upholding high ethical standards.

Responsibilities

• Identify client financial needs and recommend investment and insurance solutions.
• Meet with clients in person, virtually, or by phone to review objectives and adapt plans.
• Grow assets under management by retaining and expanding client relationships.

Skills

Interpersonal skills

Financial analysis

Risk evaluation

Investment & insurance knowledge

Financial planning

Relationship management

Negotiation

Reasoning & problem solving

Attention to detail

MS Office

Education

Bachelor's degree or equivalent

Master's degree (preferred)

Tools

Microsoft Office

Job description

Santander Consumer USA Inc. seeks a Financial Advisor who will identify client financial needs, understand objectives, and offer investment and insurance recommendations within regulatory standards.

The role focuses on disciplined, needs-based planning to grow assets, deepen relationships, and meet sales targets. Responsibilities include conducting regular client meetings, expanding an assigned book of business, and delivering multi-product solutions while maintaining compliance with FINRA,