Wealth Advisor — Comprehensive Investment & Planning

Banco Santander SA; Peabody (MA); On-site; USD 62,000 - 105,000; Full time

Job summary

Banco Santander SA in Peabody, MA is seeking a Financial Advisor to lead investment guidance and client relationships. You will meet with clients in person, virtually, and by phone to identify financial needs and propose investment and insurance solutions, while growing your book of business through proactive relationship management.

The role requires extensive licensing (FINRA Series 7, Series 66 or 63/65) and state insurance licenses, with a strong emphasis on compliance and professional

Qualifications

• Bachelor's degree in Finance, Economics, MIS, or related field required.
• Master's degree in Finance, Economics or MIS preferred.
• Minimum 5+ years providing investment guidance and advice to clients.
• Proven track record of sales achievement with high ethical standards.
• Strong interpersonal and written/verbal communication skills.
• Licensing: FINRA Series 7 and Series 66 required; state insurance licenses required.
• Proficiency with Microsoft Office and CRM software.

Responsibilities

• Achieve and exceed investment sales, revenue, asset growth, and client engagement goals.
• Conduct frequent client appointments in person, virtually, and by phone to assess needs.
• Manage and grow an assigned book through proactive relationship management and reviews.
• Develop new client relationships via branch leadership and licensed personnel.
• Deliver comprehensive, needs-based financial planning aligned to client goals.
• Recommend multi-product investment and insurance solutions to meet objectives.
• Increase assets under management and wallet share within existing and prospective clients.
• Maintain compliance with bank, broker/dealer, FINRA, state, and federal regulations.
• Maintain professional training, continuing education, and licensing requirements.
• Serve as trusted investment resource for internal business partners while meeting all regulatory standards.

Skills

Interpersonal communication

Sales achievement

Client relationship management

Negotiation skills

Attention to detail

Microsoft Office Suite

Financial analysis

FINRA Series 7

FINRA Series 66/63/65

State insurance licenses

Education

Bachelor's Degree in Finance or related field

Master's Degree (Preferred)

Tools

CRM software

Microsoft Office Suite

Job description

Banco Santander SA in Peabody, MA is seeking a Financial Advisor to lead investment guidance and client relationships. You will meet with clients in person, virtually, and by phone to identify financial needs and propose investment and insurance solutions, while growing your book of business through proactive relationship management.

The role requires extensive licensing (FINRA Series 7, Series 66 or 63/65) and state insurance licenses, with a strong emphasis on compliance and professional