Financial Advisor, Falmouth, MA

Santander(2 months ago)

Mashpee, MAOnsiteFull TimeSenior$61,875 - $105,000Wealth Management

About this role

A Financial Advisor at Santander provides investment and insurance guidance to retail clients, identifying needs and delivering tailored recommendations consistent with regulatory and firm standards. The role supports branch sales targets and long-term client satisfaction while contributing to business development and branch growth. Based in Falmouth, MA, the advisor also mentors licensed bank employees and helps drive a customer-centric transformation within the bank.

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Required Skills

Investment Advice
Compliance
Sales
Relationship Management
Financial Analysis
Risk Evaluation
Client Acquisition
Communication
Microsoft Office
Mentoring

Qualifications

Bachelor's Degree
Master's Degree (Preferred)
NASD Series 6
NASD Series 7
NASD Series 63
NASD Series 65
NASD 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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