Santander · 1 month ago
Financial Advisor, Falmouth, MA
Mashpee
Full-time
Onsite
Mid, Senior Level
$62K/yr - $105K/yr
5+ years expSantander is a global leader in financial services, evolving into a technology-driven organization. The Financial Advisor is responsible for identifying client needs and making suitable investment and insurance recommendations to achieve sales goals and ensure long-term client satisfaction.
BankingCommercial LendingFinanceFinancial ServicesPersonal Finance
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 : 6, 63, 7, 65 or 66
Appropriate state insurance licenses
Preferred
Master's Degree: Finance, Economics, Management Information Systems, Statistics or equivalent field
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education
Experience in Microsoft Office products
Company
Santander
Banco Santander is a banking firm that specializes in various banking services including retail, commercial, digital, & investment banking.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-05-30Post Ipo Equity
1987-08-07IPO
Leadership Team
Hector Grisi
Consejero Delegado de Banco Santander
Recent News
2026-01-22
Computer Weekly
2026-01-16
Company data provided by crunchbase