Financial Advisor - Centralized, Staten Island, NY

Santander Bank

254d • $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.
• 5+ years of work experience providing investment guidance and advice to clients.
• Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards.
• FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required.

Nice To Haves

• Master's Degree in Finance, Economics, Management Information Systems, Statistics or equivalent field.

Responsibilities

• Identifies and pursues new sales prospects within existing or untapped markets.
• Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company.
• Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects.
• Works pre-developed lead lists to generate business and identify new customer prospects.
• Achieves and exceeds both individual and branch related sales and revenue goals as defined on a quarterly basis.
• Maintains compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products.
• Provides leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans.
• Attends and actively participates in sales meetings, training initiatives, and planning sessions related to the development and growth of the program.
• Develops and executes quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services.
• Maintains records, master operational procedures, and provide sales and activity reports per management's request in a timely and efficient manner.
• Creates strong internal and external relationships in an effort to develop referral sources and meet appointment objectives.
• Maintains required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, and all applicable state and federal regulations.
• Provides active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory.
• Holds frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships.

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
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree