Financial Advisor, NY, NY
New York, New York
Employer: Santander Bank
Industry:
Salary: Competitive
Job type: Full-Time
Financial Advisor, NY, NY
Country: United States of America
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications
Skills and Abilities:
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. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
Masters of Science (MS) English
Primary Location: New York, NY, New York
Other Locations: New York-New York
Organization: Santander Bank N.A.
Country: United States of America
- 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 including Santander Policy Statement governing the sale of uninsured products
- When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans
- Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program
- 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.
- Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects.
- Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services
- Maintain records, master operational procedures and provide sales and activity reports per management's request in a timely and efficient manner.
- Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives
- Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations.
- Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory
- Hold frequent client appointments, seminars, and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications
- Bachelor's Degree or equivalent work experience.
- 5+ years of work experience providing investment guidance and advice to clients.
- Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards.
- Degrees such as an MBA, CFP, CHLU or CHFC preferred.
- Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required.
Skills and Abilities:
- Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner
- Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities
- Thorough understanding of economic principles and compliance standards
- Very strong interpersonal communication skills, complemented by both excellent verbal and written communication
- Superior knowledge of financial analysis, risk evaluation, loan documentation.
- Motivating, developing, and directing people as they work, identifying the best people for the job.
- Strong relationship management and negotiation skills
- Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Attention to detail, being careful about detail and thorough in completing work tasks.
- Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job.
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. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
- Frequent minimal physical effort such as sitting, standing and walking.
- Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown.
- Physically capable of lifting up to 50 pounds, able to bend, kneel, climb ladders.
Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
Masters of Science (MS) English
Primary Location: New York, NY, New York
Other Locations: New York-New York
Organization: Santander Bank N.A.
Created: 2024-05-17
Reference: Req1225053
Country: United States
State: New York
City: New York
ZIP: 10036
Similar jobs:
-
SALES ASSOCIATE in WEST SENECA, NY S09229
Dollar General in West Seneca, New York -
NY: Retail Sales Associate Part Time
Petsmart in New York, New York💸 $15.00 - $26.00 per hour -
PT PM Shuttle Driver - CDL B required (long Island City, NY)
Transforce in Long Island City, New York💸 $20.10 per hour -
Licensed Practical Nurse (LPN) - $37-55/Hr - Gasport, NY
ConnectRN in Gasport, New York💸 $37 - $55 per hour -
Information Technology Specialist 2 (Programming)(NY HELPS)
StateJobsNY in Albany, New York -
Operations Consultant-I (Mortgage Loan Servicing) in New York, NY location
Indotronix International Corporation in Ny, New York -
LEAD SALES ASSOCIATE-PT in EDEN, NY S09631
Dollar General in Eden, New York -
LEAD SALES ASSOCIATE-PT in BROOKLYN, NY S19213
Dollar General in Brooklyn, New York -
LEAD SALES ASSOCIATE-PT in CORNING, NY S20710
Dollar General in Corning, New York -
SALES ASSOCIATE in SYRACUSE, NY S30695
Dollar General in Syracuse, New York -
Primary Care Family Medicine Academic Opportunity- Kingston, NY- 90 minutes North of New York City
Nuvance Health in Kingston, New York💸 $285000 per year -
SALES ASSOCIATE in NEWPORT, NY S23760
Dollar General in Newport, New York -
Senior Budgeting Analyst / Trainee 1 (NY HELPS)
StateJobsNY in Rensselaer, New York -
Registered Nurse 1 Psychiatric, Central New York Psychiatric Center, (NY HELPS), Mid-State Satellite Unit, P24807
StateJobsNY in Marcy, New York💸 $65001 per year -
Engineer Trainee/Assistant Engineer (Civil/Transportation) NY HELPS Region 5 Design
StateJobsNY in Buffalo, New York -
Information Technology Specialist 2 (NY HELPs) - 5617
StateJobsNY in Albany, New York -
ASST STORE MGR in ELMIRA, NY S25090
Dollar General in Elmira, New York -
SALES ASSOCIATE in WATERLOO, NY S06841
Dollar General in Waterloo, New York -
ASST STORE MGR in JOHNSTOWN, NY S19226
Dollar General in Johnstown, New York -
Full time Phlebotomist - Syosset, NY
UnitedHealth Group in Syosset, New York💸 $16.00 - $28.27 per hour