Financial Advisor, Brooklyn, NY

Santander(1 month ago)

Brooklyn, NYOnsiteFull TimeSenior$61,875 - $105,000Financial Services

About this role

The Financial Advisor at Santander is responsible for understanding client objectives and making appropriate investment and insurance recommendations to achieve sales results and long-term client satisfaction. This role involves building strong relationships, mentoring branch personnel, and ensuring compliance with regulations while actively participating in sales meetings and training sessions.

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Required Skills

Investment Advice
Sales Goals
Client Relationships
Compliance Standards
Mentoring

Qualifications

Bachelor's Degree in Finance
NASD licenses 6, 63, 7, 65 or 66
State Insurance Licenses

About Santander

santander.com

Santander is a global banking group headquartered in Spain that provides retail, corporate and investment banking, payments, asset management and insurance across Europe, Latin America and other markets. Its stated purpose is to help people and businesses prosper, guided by the values Simple, Personal and Fair, and it serves customers through a mix of branch networks and digital channels. Companies and consumers choose Santander for its broad product set, international footprint and focus on digital innovation and sustainable finance.

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