Associate, Financial Advisor, Boston, MA

About the role

The Associate Financial Advisor plays a crucial role in helping clients achieve their financial goals by understanding their needs, recommending suitable investment and insurance solutions, and fostering long-term client relationships.

Responsibilities

• Attain and exceed investment sales, revenue, and client engagement goals as defined by management and the Retail Investments scorecard.
• Conduct client appointments through various channels to identify financial needs and recommend appropriate solutions.
• Manage and grow an assigned portfolio of clients by strengthening relationships, uncovering additional opportunities, and delivering ongoing financial guidance.
• Maintain compliance with all applicable regulations governing the sale of investment and insurance products, including Santander's Uninsured Products Policy Statement.
• Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
• Provide coaching, education, and product awareness support to LBEs and branch partners to enhance referral generation and client engagement.
• Participate actively in sales meetings, training programs, coaching sessions, and development initiatives designed to enhance advisory skills and business performance.
• Develop and execute business development activities aligned with management objectives and client acquisition strategies.
• Build strong internal relationships and referral partnerships that support client acquisition and retention efforts.
• Maintain accurate client records, complete operational and administrative requirements, and provide activity and sales reporting in a timely manner.
• Maintain all required professional licenses, registrations, continuing education requirements, and regulatory training.

Requirements

• Bachelor's Degree or equivalent work experience in Finance, Economics, Management Information Systems, Statistics, or a related field - Required.
• Master's Degree in Finance, Economics, Management Information Systems, Statistics, or a related field - Preferred.
• 5+ Years of experience demonstrating a superior record of sales achievement while maintaining high ethical standards - Required.
• 1+ Years of experience providing investment guidance and advice to clients - Required.
• Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
• Knowledge of financial analysis and risk evaluation.
• Motivating, developing, and directing people as they work, identifying the best people for the job.
• Strong relationship management and negotiation skills.
• Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Attention to detail, being careful about detail and thorough in completing work tasks.
• Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job.
• Demonstrated proficiency with Microsoft Office applications.
• NASD licenses: FINRA Series 7, Series 66 (or 63 & 65) - Required.
• Appropriate state insurance licenses - Required.

Qualifications

• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
• Experience in Microsoft Office products.

Skills

• Excellent interpersonal communication skills.
• Strong relationship management and negotiation skills.
• Proficiency with Microsoft Office applications.

Benefits

We offer a comprehensive benefits package designed to support you, your family, and your well-being, now and into the future. Please refer to the Santander OnGoing/NH eGuide for details.

Pay

The base pay range for this position is $61,875.00 USD to $105,000.00 USD annually, depending on skills, experience, training, licensure, and location.

Schedule

The schedule for this role varies based on location and may include flexible hours to accommodate client needs.