Santander in Brooklyn, NY seeks an Associate Financial Advisor to help clients identify financial needs and implement suitable investment and insurance solutions.
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You will conduct in-person, virtual, and phone appointments, grow an assigned client portfolio, and uphold regulatory standards while achieving sales targets.
Key qualifications include a Bachelor's degree in finance or related xcskxlj field, 5+ years of sales success, 1+ year in investment guidance, FINRA Series 7 and 66 licenses, plus state