Financial Advisor - Centralized, Boston, MA

Santander(14 days ago)

Boston, MAOnsiteFull TimeSenior$61,875 - $105,000Financial Services

About this role

The Centralized Financial Advisor at Santander is responsible for understanding client needs through telephone communications, providing investment and insurance advice, and achieving sales targets. The role emphasizes compliance, relationship management, and long-term client satisfaction within a financial services environment.

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Required Skills

Financial Analysis
Sales
Client Management
Communication
Regulatory Compliance
Investment Advisory
Insurance Products
Risk Evaluation
Microsoft Office

Qualifications

Bachelor's Degree or equivalent work experience
NASD licenses: Series 7, Series 66 or 63 & 65
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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