Santander Bank, N.A. · 3 hours ago
Financial Advisor - Centralized, Brooklyn, NY
Brooklyn, NY
Full-time
Onsite
Mid, Senior Level
$56K/yr - $102K/yr
5+ years expSantander Bank, N.A. is a global leader in financial services, committed to employee development and innovation. The Centralized Financial Advisor role focuses on identifying client needs and providing investment and insurance recommendations to achieve sales goals and ensure client satisfaction.
BankingFinanceFinancial Services
Hiring Manager
Benjamin Factor, SHRM-CP
Responsibilities
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
Qualification
Required
Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field
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 7, and 63, 65 or 66
Appropriate state insurance licenses
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 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.
5001-10000 employees
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)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (44)
2024 (36)
2023 (61)
2022 (66)
2021 (78)
2020 (69)
Funding
Current Stage
Late StageTotal Funding
$75MKey Investors
Wind Turbine & Energy Cables
2020-01-22Debt Financing· $75M
Leadership Team
Pierre Habis
Chief Consumer & Digital Transformation Officer
Recent News
CEE Legal Matters
2025-12-22
The Philadelphia Inquirer
2025-12-06
Crain's New York Business
2025-11-18
Company data provided by crunchbase