Financial Advisor - Centralized, Peabody, MA
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Locations: Peabody
Time Type: Full time
Posted on: Posted 2 Days Ago
Job Requisition ID: Req1362464
Country: United States of America
USA Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company.
USA Job Function Description: Uses knowledge of markets, industries, and clients to determine demand, future trends, and potential projects.
Essential Functions/Responsibility Statements:
- Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis.
- Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products.
- Provide leads to branch personnel for the sale of other bank products and services.
- Attend and actively participate in sales meetings, training initiatives, and planning sessions.
- Develop and execute quarterly business development plans in accordance with sales management's objectives.
- Maintain records, master operational procedures, and provide sales and activity reports as requested.
- Create strong internal and external relationships to develop referral sources.
- Maintain required professional training and license requirements.
- Provide active mentoring and coaching to all Licensed Bank Employees (LBEs).
- Hold frequent client appointments, seminars, and branch training sessions.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education:
Bachelor's Degree or equivalent work experience in Finance, Economics, Management Information Systems, Statistics or equivalent field (Required).
Master's Degree in Finance, Economics, Management Information Systems, Statistics or equivalent field (Preferred).
Work Experience:
5+ Years Experience providing investment guidance and advice to clients (Required).
Skills and Abilities:
- Very strong interpersonal communication skills.
- Superior knowledge of financial analysis, risk evaluation, loan documentation.
- Strong relationship management and negotiation skills.
- Ability to use logic and reasoning to identify strengths and weaknesses of solutions.
- Attention to detail and thoroughness in completing tasks.
- Strong social orientation and preference for working with others.
- Demonstrated proficiency with Microsoft Office applications.
Diversity & EEO Statements:
At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply. Santander is an equal opportunity employer.
Working Conditions:
Frequent minimal physical effort such as sitting, standing, and walking. Occasional moving and lifting equipment is required.
Employer Rights:
This job description does not list all duties. You may be asked by supervisors to perform other duties.
Base Pay Range:
Minimum: $69,750.00 USD
Maximum: $105,000.00 USD
The Santander Effect: Our work touches 140 million lives every day. By always innovating and adapting to new challenges, you’ll find that with us, even your smallest action will have a massive impact.
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