Associate, Financial Advisor, Boston, MA

Santander • Boston, MA

2d • $61,875 - $105,000

About The Position

The Associate Financial Advisor helps clients identify financial needs, understand investment objectives, and implement suitable investment and insurance solutions in accordance with regulatory and compliance standards. In partnership with branch leadership and senior investment professionals, the role develops and deepens client relationships, delivers an exceptional client experience, and achieves investment sales and revenue objectives. The position is based in Boston, Massachusetts.

The advisor manages an assigned client portfolio, conducts appointments in person, virtually, and by telephone, and carries out business-development and client-acquisition activities. The role also collaborates with branch colleagues to generate referrals and investment growth, supports branch partners through coaching and product education, and maintains accurate client records, reporting, licenses, and continuing education.

Applicants must be legally authorized to work in the United States full time without employer sponsorship. The role requires frequent minimal physical effort, such as sitting, standing, and walking; occasional moving and lifting of light equipment or furniture may be required depending on location.

Requirements

• Bachelor's degree or equivalent work experience in Finance, Economics, Management Information Systems, Statistics, or an equivalent field.
• At least 5 years demonstrating a superior record of sales achievement while maintaining high ethical standards.
• At least 1 year of experience providing investment guidance and advice to clients.
• Very strong interpersonal communication skills, including excellent verbal and written communication.
• Knowledge of financial analysis and risk evaluation.
• Ability to motivate, develop, and direct people and identify suitable people for roles.
• Strong relationship-management and negotiation skills.
• Ability to use logic and reasoning to evaluate the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Attention to detail and thoroughness in completing work tasks.
• Strong social orientation and preference for working collaboratively and connecting with others on the job.
• Demonstrated proficiency with Microsoft Office applications.
• FINRA Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses.
• Appropriate state insurance licenses.
• Legal authorization to work full time in the United States without requiring employer sponsorship.

Nice To Haves

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

Responsibilities

• Attain and exceed investment sales, revenue, and client engagement goals set by management and the Retail Investments scorecard.
• Conduct client appointments in person, virtually, and by telephone to identify financial needs and recommend suitable investment and insurance solutions.
• Manage and grow an assigned client portfolio by strengthening relationships, identifying additional opportunities, and providing ongoing financial guidance.
• Comply with applicable bank, broker/dealer, FINRA, state, and federal regulations governing investment and insurance product sales, 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 branch investment growth.
• Coach and educate LBEs and branch partners and provide product-awareness support to improve referrals and client engagement.
• Participate in sales meetings, training, coaching, and development initiatives to improve advisory skills and business performance.
• Develop and execute business-development activities aligned with management objectives and client-acquisition strategies.
• Build internal relationships and referral partnerships that support client acquisition and retention.
• Maintain accurate client records, complete operational and administrative requirements, and submit activity and sales reports on time.
• Maintain required professional licenses, registrations, continuing education, and regulatory training.

Benefits

• Competitive rewards package; benefits are described as supporting employees, their families, and their well-being, but specific benefit offerings are not listed.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level