Financial Advisor, West Caldwell, NJ

## Financial Advisor, West Caldwell, NJApply:
West Caldwell - Branch NJ:
Full time:
Posted Today:
Req
1628383

Financial Advisor, West Caldwell, NJCountry:
United States of America
** It Starts With You:
** 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 needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards in an effort to achieve sales results and long term client satisfaction.
* 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.
* 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.  
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* 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.  
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* Education:

*** Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required
* Master's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred  
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* Qualifications:

*** 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…