Strategic Financial Advisor | Growth & Client Impact

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

Job summary

Santander Consumer USA Inc. is seeking a Financial Advisor to identify client financial needs, develop investment and insurance recommendations, and deepen relationships while achieving sales goals.

You will conduct client meetings in-person, virtually, and by phone, expanding assets under management and delivering a high-quality client experience. The role requires 5+ years of advisory experience, NASD FINRA licenses, and state insurance licenses.

Qualifications

• Bachelor's degree or equivalent work experience required.
• 5+ years of experience providing investment guidance to clients required.
• NASD licenses: FINRA Series 7, Series 66 (or 63 & 65) required; appropriate state insurance licenses required.

Responsibilities

• Identify client financial needs and investment objectives.
• Deliver comprehensive investment and insurance recommendations.
• Manage and grow an assigned book of business through proactive relationship management.

Skills

Client relationships

Interpersonal communication

Financial analysis

Risk evaluation

Microsoft Office

Negotiation skills

Education

Bachelor's degree or equivalent

Master's degree (preferred)

Tools

Microsoft Office

Job description

Santander Consumer USA Inc. is seeking a Financial Advisor to identify client financial needs, develop investment and insurance recommendations, and deepen relationships while achieving sales goals.

You will conduct client meetings in-person, virtually, and by phone, expanding assets under management and delivering a high-quality client experience. The role requires 5+ years of advisory experience, NASD FINRA licenses, and state insurance licenses.