Financial Advisor
Financial Services
FinancialAdvisor-Centralized
Neural analysis suggests this role is
optimal for Mid candidates.
“Financial Advisor - Centralized at Financial Advisor. Skills: Sales, Client relationships, Compliance. Identify client needs. Understand client objectives”
What You'll Achieve.
Achieve and exceed individual sales goals; Achieve and exceed branch related sales goals; Achieve and exceed revenue goals; Long-term client satisfaction; Meet appointment objectives
Industry & Context.
Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
Frequent minimal physical effort such as sitting, standing and walking, Occasional moving and lifting light equipment and/or furniture may be required, Legally authorized to work in the United States on a full-time basis without requiring employer sponsorship
What They're Looking For.
Must Have
Bachelor’s Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education, 5+ Years Experience providing investment guidance and advice to clients, 5+ Years Demonstrate a superior record of sales achievement while maintaining high ethical standards, NASD licenses: 6, 63, 7, 65 or 66, Appropriate state insurance licenses
Nice to Have
Master’s Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education, Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education
What You'll Do.
Identify client needs
Understand client objectives
Make investment recommendations
Make insurance recommendations
Provide leads for bank products
Attend sales meetings
Participate in training
Develop business plans
Master operational procedures
Provide sales reports
Create internal relationships
Create external relationships
Develop referral sources
Meet appointment objectives
Maintain professional training
Maintain license requirements
Mentor Licensed Bank Employees
Coach Licensed Bank Employees
Hold client appointments
Hold branch training sessions
Secure client relationships
Provide sales leadership
How You'll Work.
Team & Collaboration
Work with product team; Collaborate with internal business partners
Communication Scope
Interpersonal communication skills; Excellent verbal communication; Excellent written communication
Process & Methodology
Develop and execute quarterly business development plans
Full Job Description
Financial Advisor - Centralized, Brooklyn, NY Country: United States of America **It Starts Here:** Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities **We Want to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications and in person connections from a variety of lead generation sources. * Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis. * Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products. * When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans. * Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program. * Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services. * Maintain records, master operational procedures, and provide sales and activity reports per management's request in a timely and efficient
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