Financial Advisor
Santander
full-time
Posted on:
Location Type: Office
Location: Falmouth • Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $61,875 - $105,000 per year
Job Level
Mid-LevelSenior
About the role
- Identifying needs and understanding client objectives
- Making appropriate investment/insurance recommendations
- Achieve and exceed sales and revenue goals
- Maintain compliance with regulations associated with investment and insurance products
- Develop and execute quarterly business development plans
- Maintain records and provide sales reports
- Create strong internal and external relationships
Requirements
- Bachelor's Degree or equivalent work experience in Finance, Economics, Management Information Systems, Statistics or equivalent field
- 5+ Years Experience providing investment guidance and advice to clients
- 5+ Years Demonstrate a superior record of sales achievement while maintaining high ethical standards
- Certifications: NASD licenses : 6, 63, 7, 65 or 66
- Appropriate state insurance licenses
Benefits
- Competitive rewards package
- Health insurance
- Retirement plans
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment guidancesales achievementbusiness developmentcompliancerecord maintenancesales reporting
Soft skills
client relationship managementcommunicationethical standardsgoal orientationanalytical thinking
Certifications
NASD license 6NASD license 63NASD license 7NASD license 65NASD license 66state insurance licenses