Santander

Financial Advisor - Centralized, West Hartford, CT

Santander(1 month ago)

Wethersfield, CTOnsiteFull TimeSenior$61,875 - $105,000Wealth Management
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About this role

A Centralized Financial Advisor at Santander is a banking professional based in West Hartford, CT who supports clients through a centralized, phone-based channel. The role operates within Santander's technology-driven, customer-centric financial services organization and focuses on delivering investment and insurance services to retail customers.

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Required Skills

  • Sales
  • Investment Advice
  • Insurance Sales
  • Compliance
  • Relationship Management
  • Financial Analysis
  • Risk Evaluation
  • Phone Communication
  • Microsoft Office
  • Coaching

Qualifications

  • Bachelor's Degree
  • Master's Degree (Preferred)
  • Series 6
  • Series 63
  • Series 7
  • Series 65
  • Series 66
  • State Insurance License
Santander

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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