Financial Advisor, Swampscott, MA Country: 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 Financial Advisor is responsible for identifying client financial needs, understanding investment objectives, and delivering comprehensive investment and insurance recommendations consistent with regulatory and compliance standards. Through a disciplined, needs-based financial planning approach, the Financial Advisor develops and deepens client relationships, grows assets under management, and delivers an exceptional client experience while achieving sales and revenue objectives.
Achieve and exceed individual investment sales, revenue, asset growth, and client engagement goals as established by Santander Investments and management.
Conduct frequent client appointments through in-person, virtual, and telephone channels to identify financial needs and recommend appropriate investment and insurance solutions.
Develop new client relationships through effective partnership with branch leadership and licensed bank personnel, generating referrals and uncovering new business opportunities.
Deliver a comprehensive, needs-based financial planning experience that aligns client goals, risk tolerance, and investment strategies.




Recommend multi-product solutions across a broad range of investment and insurance offerings to help clients meet their financial objectives.
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.
Maintain required professional training, continuing education, and licensing requirements.
Serve as a trusted investment resource for internal business partners while maintaining all regulatory and compliance standards.
Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field. - Master's Degree Finance, Economics, Management Information Systems, Statistics or equivalent field. - 5+ Years Experience providing investment guidance and advice to clients - Required.
~Superior knowledge of financial analysis and risk evaluation.
~ Demonstrated knowledge of a broad range of investment and insurance solutions, including fee-based advisory programs, fixed income strategies, structured products, annuities, and life insurance, with the ability to align recommendations to client objectives and risk tolerance.
~ Proven ability to deliver comprehensive, needs-based financial planning and implement personalized investment strategies that support clients' long-term financial goals.
~ 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.

📌 Tech Finance Specialist (Madrid)
🏢 Santander
📍 Madrid