Santander is seeking a Centralized Financial Advisor in Concord, NH, responsible for providing investment and insurance recommendations to clients while achieving sales targets. The role emphasizes strong interpersonal skills, compliance with regulations, and collaboration with branch personnel
Job Summary
The Centralized Financial Advisor is responsible for identifying client needs and making appropriate investment and insurance recommendations via telephone communications.
Candidates must maintain compliance with all applicable bank, broker/dealer, State, and Federal regulations associated with the sale of investment products.
The role offers a competitive rewards package including benefits designed to support well-being now and into the future.
Matching Summary
Match Score: 85
Santander is seeking a Centralized Financial Advisor in Concord, NH, responsible for providing investment and insurance recommendations to clients while achieving sales targets. The role emphasizes strong interpersonal skills, compliance with regulations, and collaboration with branch personnel.
Salary
Base: $61,875.00 - $105,000.00 USD annually; Bonus/Equity: Not specified; Benefits: Comprehensive rewards package supporting family and well-being
Skills & Requirements
Must-have
5+ years investment guidance experience
Strong verbal and written communication skills
FINRA Series 7 and Series 66 licenses
State insurance license requirements
Telephone-based sales channel expertise
Nice-to-have
Master's degree in Finance or Economics
Experience with Microsoft Office applications
Established work history in financial services
Proven record of exceeding sales targets
Ability to develop referral sources
Key Requirements
Bachelor's Degree in Finance, Economics, or related field
FINRA Series 7 and Series 66 (or 63 & 65) licenses