Financial Advisor - Centralized, Newark, NJ

Santander Bank • Newark, NJ

126d • $56,250 - $102,500

About The Position

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities.

Requirements

• Bachelor's Degree or equivalent work experience in Finance, Economics, Management Information Systems, Statistics or equivalent field - Required.
• 5+ Years Experience providing investment guidance and advice to clients - Required.
• 5+ Years Demonstrate a superior record of sales achievement while maintaining high ethical standards - 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.
• Strong relationship management and negotiation skills via a phone channel.
• Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions.
• Attention to detail and thoroughness in completing work tasks.
• Strong social orientation, preferring to work with others rather than alone.
• Demonstrated proficiency with Microsoft Office applications.
• Certifications: NASD licenses 6, 63, 7, 65 or 66 - Required.
• Appropriate state insurance licenses - Required.

Nice To Haves

• Master's Degree in 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.

Responsibilities

• Identify needs, understand client objectives, and make appropriate investment/insurance recommendations consistent with compliance standards.
• 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.
• 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.
• Maintain records, master operational procedures, and provide sales and activity reports per management's request.
• Create strong internal and external relationships to develop referral sources and meet appointment objectives.
• Maintain required professional training and license requirements.
• 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.

Benefits

• Base Pay Range Minimum: $56,250.00 USD
• Base Pay Range Maximum: $102,500.00 USD

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree