Financial Advisor Associate: Grow Clients & Investments
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-31
Listing for:
Santander
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Santander is seeking an Associate Financial Advisor to help clients identify financial needs, implement investment and insurance solutions, and grow client relationships within regulatory standards. You will work with branch leadership and senior professionals to deliver an exceptional client experience while achieving sales and revenue objectives.
Responsibilities include conducting client appointments in-person, virtually, and by phone; managing a defined portfolio; maintaining licenses and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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