Financial Advisor, Andover, MA

## Financial Advisor, Andover, MAApply:
Andover MA:
Full time:
Posted Today:
Req
1626979

Financial Advisor, Andover, MACountry:
United States of America
** It Starts Here:
** Santander is a global 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 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 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.
* Increase assets under management and wallet share by identifying opportunities within existing and prospective client relationships.
* 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.  
*
* What You Bring:

** 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.  Bachelor's Degree or equivalent work experience:
Finance, Economics, Management Information Systems, Statistics or equivalent field.

- Required.

Master's Degree Finance, Economics, Management Information Systems, Statistics or equivalent field.

- Preferred.  5+ Years Experience providing investment guidance and advice to clients
- Required.
5+ Years Demonstrate a superior record of sales achievement while maintaining high ethical standards
- Required.  
* Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
* Superior knowledge of financial analysis and risk evaluation
* Demonstrated…