Financial Advisor, Newton, MA

About the role

Santander is evolving from a high-impact financial-services brand into a technology-driven organization. As a Financial Advisor, you will identify client financial needs, deliver comprehensive investment and insurance recommendations, and drive a customer-centric transformation through bold thinking and innovation.

Responsibilities

• Achieve and exceed individual investment sales, revenue, asset growth, and client engagement goals.
• Conduct frequent client appointments (in-person, virtual, and telephone) to identify financial needs and recommend appropriate investment and insurance solutions.
• Manage, retain, and grow an assigned book of business through proactive relationship management and ongoing financial guidance.
• Develop new client relationships by partnering with branch leadership and licensed bank personnel to generate referrals.
• Deliver a comprehensive, needs-based financial planning experience aligned with client goals, risk tolerance, and investment strategies.
• Recommend multi-product solutions across investment and insurance offerings to meet client financial objectives.
• Increase assets under management and wallet share within existing and prospective client relationships.
• Maintain compliance with bank, broker/dealer, FINRA, state, and federal regulations governing investment and insurance products.
• Complete required professional training, continuing education, and licensing requirements.
• Serve as a trusted investment resource for internal business partners while adhering to regulatory and compliance standards.

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 providing investment guidance and advice to clients (required).
• 5+ years of demonstrated sales achievement with high ethical standards (required).
• NASD licenses: FINRA Series 7 and Series 66 (or 63 & 65) (required).
• Appropriate state insurance licenses (required).
• Strong interpersonal, verbal, and written communication skills.
• Superior knowledge of financial analysis and risk evaluation.
• Demonstrated expertise in a broad range of investment and insurance solutions, including fee-based advisory programs, fixed income strategies, structured products, annuities, and life insurance.
• Proven ability to deliver needs-based financial planning and implement personalized investment strategies.
• Strong relationship management, negotiation, and leadership skills.
• Proficiency in Microsoft Office applications.

Skills

• Analytical thinking: Ability to evaluate strengths and weaknesses of alternative solutions.
• Attention to detail: Careful and thorough in completing work tasks.
• Social orientation: Preference for working with others and building personal connections.

Benefits

Santander offers a competitive rewards package designed to support you, your family, and your well-being. For a full list of benefits, visit Santander Benefits - 2026 Santander OnGoing/NH eGuide.

Pay

The annualized base pay range for this position is $61,875 to $105,000 USD, with exact compensation varying based on skills, experience, training, licensure, certifications, and location.

Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship.