Financial Advisor, Falmouth, MA

Financial Advisor, Falmouth, MA
Santander Bank, N.A.

2 days ago – Be among the first 25 applicants.

It Starts Here:
Santander is a global leader and innovator in the financial services industry, 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.

• Identify client needs, understand objectives, and make appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long‑term client satisfaction.
• Achieve and exceed both individual and branch‑level sales and revenue goals as defined quarterly.
• Maintain compliance with all applicable bank, broker/dealer, state and federal regulations related to the sale of investment and insurance products, including the Santander Policy Statement governing the sale of uninsured products.
• 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 program development and growth.
• Develop and execute quarterly business‑development plans in accordance with sales management objectives for marketing and promotion of investment products and services.
• Maintain records and operational procedures, and provide sales and activity reports to management in a timely and efficient manner.
• Build strong internal and external relationships to develop referral sources and meet appointment objectives.
• Maintain required professional training and licensing, including knowledge of FINRA compliance, FDIC compliance, and the Bank’s uninsured products policy statement and all applicable regulations.
• Provide active mentoring and coaching to Licensed Bank Employees (LBEs) assigned within your branch territory.
• Hold frequent client appointments, seminars, and branch training sessions to secure long‑term client relationships and provide sales leadership regarding investment and insurance products.

• Bachelor’s Degree or equivalent work experience in Finance, Economics, Management Information Systems, Statistics, or a related field – Required.
• Master’s Degree in a related field – Preferred.
• 5+ Years of experience providing investment guidance and advice to clients – Required.
• 5+ Years of a superior record of sales achievement while maintaining high ethical standards – Required.
• Very strong interpersonal and communication skills, both verbal and written.
• Superior knowledge of financial analysis, risk evaluation, and loan documentation.
• Ability to motivate, develop, and direct people, identifying the best fit for each role.
• Strong relationship‑management and negotiation skills.
• Logical and analytical reasoning to assess alternative solutions, conclusions, or approaches to problems.
• Attention to detail and thoroughness in completing work tasks.
• Strong social orientation and preference for collaborative work.
• Proficiency with Microsoft Office applications.

• NASD licenses: 6, 63, 7, 65, or 66 – Required.
• Appropriate state insurance licenses – Required.

• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
• Experience with Microsoft Office products.

Base Pay Range: $61,875.00 – $ USD.

Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create. Santander offers a benefits program designed to support you, your family, and your well‑being.

We embrace a strong risk culture and expect all professionals at all levels to take a proactive and responsible approach toward risk management.

At Santander, we value and respect differences in our workforce. Santander is an equal‑opportunity employer. All qualified applicants will receive…