Associate, Financial Advisor, Peabody, MA

Banco Santander • Peabody, MA

9d • Hybrid

About The Position

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!

Requirements

• Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required.
• 5+ Years: Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required.
• 1+ Years: Experience providing investment guidance and advice to clients - Required.
• Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
• Knowledge of financial analysis and risk evaluation.
• Motivating, developing, and directing people as they work, identifying the best people for the job.
• Strong relationship management and negotiation skills.
• 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.
• Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Nice To Haves

• Master's Degree: Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred.
• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
• Experience in Microsoft Office products.

Responsibilities

• Attain and exceed investment sales, revenue, and client engagement goals as defined by management and the Retail Investments scorecard.
• Conduct client appointments through in-person, virtual, and telephone channels to identify financial needs and recommend appropriate investment and insurance solutions.
• Manage and grow an assigned portfolio of clients by strengthening relationships, uncovering additional opportunities, and delivering ongoing financial guidance.
• Maintain compliance with all applicable bank, broker/dealer, FINRA, state, and federal regulations governing the sale of investment and insurance products, including Santander's Uninsured Products Policy Statement.
• Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
• Provide coaching, education, and product awareness support to LBEs and branch partners to enhance referral generation and client engagement.
• Participate actively in sales meetings, training programs, coaching sessions, and development initiatives designed to enhance advisory skills and business performance.
• Develop and execute business development activities aligned with management objectives and client acquisition strategies.
• Build strong internal relationships and referral partnerships that support client acquisition and retention efforts.
• Maintain accurate client records, complete operational and administrative requirements, and provide activity and sales reporting in a timely manner.
• Maintain all required professional licenses, registrations, continuing education requirements, and regulatory training.

Benefits

• We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree