Financial Advisor, Swampscott, MA

Country: United States of America

If you are interested in exploring the possibilities We Want to Talk to You

It Starts Here:

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. It's a chance for driven professionals to grow, learn, and make a real difference.

The Difference You Make

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.
- Manage, retain, and grow an assigned book of business through proactive relationship management, ongoing financial guidance, and regular client reviews.
- Develop new client relationships through effective partnership with branch leadership and licensed

📌 Financial Advisor, Swampscott, MA (España)
🏢 Santander
📍 España