Financial Advisor - Centralized, Brooklyn, Ny

Santander

Brooklyn, NY, USA
Base: $61,875.00 - $105,000.00 usd annually; bonus...
Telephone and in-person client communication
Investment and insurance product recommendations
Quarterly business development planning
The role involves identifying client needs and making investment recommendations to achieve sales results and long-term satisfaction

Job Summary

  • The role involves identifying client needs and making investment recommendations to achieve sales results and long-term satisfaction.
  • Candidates must maintain strict compliance with all applicable bank, broker/dealer, State, and Federal regulations.
  • The position offers a competitive rewards package including benefits designed to support employee well-being and family.

Matching Summary

The role involves identifying client needs and making investment recommendations to achieve sales results and long-term satisfaction.

Salary

Base: $61,875.00 - $105,000.00 USD annually; Bonus/Equity: Not specified; Benefits: Comprehensive rewards package including health and family support

Skills & Requirements

Must-have

  • Telephone and in-person client communication
  • Investment and insurance product recommendations
  • Quarterly business development planning
  • Compliance with FINRA and state regulations
  • Mentoring licensed bank employees

Nice-to-have

  • Superior record of sales achievement
  • Strong relationship management skills
  • Excellent verbal and written communication
  • Motivating and developing people
  • Proficiency with Microsoft Office applications

Key Requirements

  • Bachelor's degree required; Master's preferred
  • 5+ years experience providing investment guidance
  • NASD licenses 6, 63, 7, 65 or 66 required
  • Appropriate state insurance licenses required
  • Must be authorized to work in US without sponsorship

Work Rights

Must be legally authorized to work in the United States on a full-time basis

Tailored Resume

Cover Letter