Financial Advisor - Centralized, Wyomissing, Pa

Santander

Wyomissing, PA, United States
Base: $61,875.00 usd; maximum: $105,000.00 usd; bo...
Investment and insurance recommendations
Sales achievement
Client relationship management
Santander is evolving into a technology-driven organization that values innovation and customer-centric transformation

Job Summary

  • Santander is evolving into a technology-driven organization that values innovation and customer-centric transformation.
  • The Centralized Financial Advisor is responsible for achieving sales results and long-term client satisfaction through telephone communications.
  • The role includes mentoring Licensed Bank Employees and developing business plans for investment products.

Matching Summary

Santander is evolving into a technology-driven organization that values innovation and customer-centric transformation.

Salary

Base: $61,875.00 USD; Maximum: $105,000.00 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Investment and insurance recommendations
  • Sales achievement
  • Client relationship management

Nice-to-have

  • Strong social orientation
  • Experience in Microsoft Office products

Key Requirements

  • Bachelor's Degree or equivalent work experience
  • 5+ Years Experience providing investment guidance
  • NASD licenses: 6, 63, 7, 65 or 66

Work Rights

Not specified

Tailored Resume

Cover Letter