Financial Advisor - Centralized, Wyomissing, PA

Santander(1 month ago)

Wyomissing, PAOnsiteFull TimeSenior$61,875 - $105,000Wealth Management

About this role

The Centralized Financial Advisor at Santander provides investment and insurance guidance to clients via telephone within Santander's centralized service model. The role supports clients' financial objectives and contributes to the bank's customer-centric transformation based in Wyomissing, PA.

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Required Skills

Investment Advice
Insurance Sales
Sales
Client Relations
Compliance
FINRA Compliance
Financial Analysis
Communication
Relationship Management
Negotiation

+3 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.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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