Financial Advisor - Centralized, Boston, MA

Financial Advisor - Centralized, Boston, MA

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 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 manner.
• Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives.
• Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations.
• Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory.
• Hold frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products.

What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required.
• Master's Degree: Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred.

• 5+ Years Experience providing investment guidance and advice to clients - Required.
• 5+ Years Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required.

• Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
• Superior knowledge of financial analysis, risk evaluation, loan documentation.
• Motivating, developing, and directing people as they work, identifying the best people for the job.
• Strong relationship management and negotiation skills via a phone channel.
• Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Attention to detail, being careful about detail and thorough in completing work tasks.
• Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job.
• Demonstrated proficiency with Microsoft Office applications.

Certifications:

• NASD licenses: FINRA Series 7, Series 66 (or 63 & 65) - Required.
• Appropriate state insurance licenses - Required.

It Would Be Nice For You To Have:

• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
• Experien