Financial Advisor - Centralized, Brooklyn, Ny

Santander UK

Brooklyn, NY, USA
Base: $61,875.00 - $105,000.00 usd annually; bonus...
5+ years investment guidance experience
Strong interpersonal communication skills
Finra and state insurance license knowledge
The role involves identifying client needs and making investment recommendations to achieve sales results while maintaining strict compliance

Job Summary

  • The role involves identifying client needs and making investment recommendations to achieve sales results while maintaining strict compliance.
  • Candidates must possess a Bachelor's degree and hold specific NASD licenses (6, 63, 7, 65, or 66) along with state insurance licenses.
  • The position offers a competitive base pay range of $61,875.00 to $105,000.00 USD with comprehensive benefits supporting well-being.

Matching Summary

The role involves identifying client needs and making investment recommendations to achieve sales results while maintaining strict compliance.

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

  • 5+ years investment guidance experience
  • Strong interpersonal communication skills
  • FINRA and state insurance license knowledge
  • Sales achievement record with ethical standards
  • Microsoft Office proficiency

Nice-to-have

  • Masters degree in related field
  • Experience mentoring bank employees
  • Established referral source network
  • Superior risk evaluation skills
  • Strategic business development planning

Key Requirements

  • Bachelor's Degree required
  • NASD licenses 6, 63, 7, 65, or 66
  • State insurance licenses required
  • 5+ years investment advice experience
  • Legal authorization 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