Associate, Financial Advisor, Brooklyn, NY
Country: United States of America
It Starts Here:
Santander is a integral 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. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You
The Difference You Make
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.
Manage and grow an assigned portfolio of clients by strengthening relationships, uncovering additional opportunities, and delivering ongoing financial guidance.
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, gener

📌 Associate, Financial Advisor, Brooklyn, Ny (La Mancha)
🏢 Santander
📍 La Mancha