Financial Advisor, Falmouth, MA

Banco Santander Brazil • Mashpee, MA

150d • $56,250 - $102,500

About The Position

The Financial Advisor position in Mashpee, MA involves identifying and pursuing new sales prospects within existing or untapped markets. The role requires gathering market intelligence, generating leads, and developing proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. The advisor will use their knowledge of markets, industries, and clients to determine demand, future trends, and potential projects. The position also includes maintaining compliance with all applicable regulations associated with the sale of investment and insurance products.

Requirements

• Bachelor's Degree or equivalent work experience
• 5+ years of work experience providing investment guidance and advice to clients
• Demonstrated 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

• Degrees such as an MBA, CFP, CHLU or CHFC preferred

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
• Provide leads to branch personnel for the sale of other bank products and services when appropriate
• Attend and actively participate in sales meetings, training initiatives, and planning sessions
• 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
• Maintain required professional training and license requirements
• Provide active mentoring and coaching to all Licensed Bank Employees (LBEs)
• Hold frequent client appointments, seminars, and branch training sessions

Benefits

• Competitive salary based on experience and qualifications
• Opportunities for professional development and training

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees