Financial Advisor - Centralized, Newark, NJ
Santander(2 months ago)
About this role
Santander’s Centralized Financial Advisor role is based in Newark, NJ and serves clients through telephone-based investment and insurance advisory services within the bank’s wealth management operations. The position supports client financial goals while representing Santander’s financial services offerings and compliance standards. It is part of a centralized team focused on client engagement and relationship development.
Required Skills
- Sales
- Investment Advice
- Insurance Sales
- Compliance
- Relationship Management
- Communication
- Financial Analysis
- Risk Evaluation
- Coaching
- Phone Sales
+2 more
Qualifications
- Bachelor's Degree
- Master's Degree (Preferred)
- Series 6
- Series 7
- Series 63
- Series 65
- Series 66
- State Insurance License
About Santander
santander.comSantander 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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