Be an early applicantLess than 25 applicants

Company

Santander Bank, N.A. · 2 days ago

Financial Advisor - Centralized, Conshohocken, PA

Conshohocken, PA

Full-time

Onsite

Mid, Senior Level

$58K/yr - $105K/yr

5+ years exp

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Responsibilities

Identifies and pursues new sales prospects within existing or untapped markets.

Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company.

Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects.

Works pre-developed lead lists to generate business and identify new customer prospects.

Achieves and exceeds both individual and branch related sales and revenue goals as defined on a quarterly basis.

Maintains 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, provides leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans.

Attends and actively participates in sales meetings, training initiatives, and planning sessions related to the development and growth of the program.

Develops and executes quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services.

Maintains records, master operational procedures, and provide sales and activity reports per management's request in a timely and efficient manner.

Creates strong internal and external relationships in an effort to develop referral sources and meet appointment objectives.

Maintains 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.

Provides active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory.

Holds 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.

Qualification

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5+ years investment experienceFINRA licenses 7State insurance licensesFinancial analysisRisk evaluationLoan documentationMotivating peopleRelationship managementSocial orientationMicrosoft Office proficiency

Required

Bachelor's Degree or equivalent work experience in Finance, Economics, Management Information Systems, Statistics or equivalent field

5+ years of work experience providing investment guidance and advice to clients

Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards

Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses 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

Preferred

Master's Degree in Finance, Economics, Management Information Systems, Statistics or equivalent field

Company

Santander Bank, N.A.

At Santander Bank, it’s our mission to help people and businesses prosper.

Founded in 2013

Boston, Massachusetts, USA

5001-10000 employees

https://www.santanderbank.com

H1B Sponsorship

Santander Bank, N.A. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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Trends of Total Sponsorships

2023 (41)

2022 (67)

2021 (92)

2020 (72)