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Associate Financial Advisor: Client & Guidance
Job in
Falmouth, Barnstable County, Massachusetts, 02540, USA
Listed on 2026-08-29
Listing for:
Santander US
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Santander US is seeking an Associate Financial Advisor to help clients identify financial needs, align investment goals, and implement suitable investment and insurance solutions. You will work with branch leadership and senior advisors to build relationships and drive investment sales.
Responsibilities include conducting client appointments, growing portfolios, and ensuring regulatory compliance. The role emphasizes collaboration with LBEs, coaching, and achieving revenue targets.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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