Financial Advisor - Centralized, Concord, Nh

SANTANDER CONSUMER BANK S.p.A

Concord, NH, United States
Base: $61,875.00 - $105,000.00 usd annually; bonus...
5+ years investment guidance experience
Strong interpersonal communication skills
Superior record of sales achievement
The Centralized Financial Advisor is responsible for identifying needs and making appropriate investment and insurance recommendations to achieve sales results and long-term client satisfaction

Job Summary

  • The Centralized Financial Advisor is responsible for identifying needs and making appropriate investment and insurance recommendations to achieve sales results and long-term client satisfaction.
  • Santander is evolving from a high-impact brand into a technology-driven organization that values bold thinking, innovation, and the courage to challenge what's possible.
  • The role requires maintaining required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, and all applicable state and federal regulations.

Matching Summary

The Centralized Financial Advisor is responsible for identifying needs and making appropriate investment and insurance recommendations to achieve sales results and long-term client satisfaction.

Salary

Base: $61,875.00 - $105,000.00 USD annually; Bonus/Equity: Not specified; Benefits: Competitive rewards package supporting well-being

Skills & Requirements

Must-have

  • 5+ years investment guidance experience
  • Strong interpersonal communication skills
  • Superior record of sales achievement
  • Microsoft Office proficiency
  • Logic and reasoning for problem solving

Nice-to-have

  • Established work history in finance
  • Experience in Microsoft Office products
  • Motivating and directing people
  • Strong relationship management skills
  • Negotiation skills via phone channel

Key Requirements

  • Bachelor's Degree in Finance, Economics, or related field
  • FINRA Series 7 and Series 66 (or 63 & 65) licenses
  • Appropriate state insurance licenses
  • 5+ years experience providing investment guidance
  • 5+ years demonstrating superior sales achievement

Work Rights

Not specified

Tailored Resume

Cover Letter