Associate, Financial Advisor, Brooklyn, NY
Santander is a general leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. The Associate Financial Advisor is responsible for helping clients identify financial needs, understand investment objectives, and implement appropriate investment and insurance solutions consistent with regulatory and compliance standards. Working in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives.
Attain and exceed investment sales, revenue, and client engagement goals as defined by management and the Retail Investments scorecard.
Conduct client appointments through in-person, virtual, and telephone channels to identify financial needs and recommend appropriate investment and insurance solutions.
Maintain compliance with all applicable bank, broker/dealer, FINRA, state, and federal 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 all required professional licenses, registrations, continuing education requirements, and regulatory training.
Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required.
~ Master's Degree: Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred.
~1+ Years: Experience providing investment guidance and advice to clients - Required.
~ Knowledge of financial analysis and risk evaluation.
~ 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.

Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

📌 Associate, Financial Advisor, Brooklyn, NY (España)
🏢 Santander
📍 España