Santander US

Associate, Financial Advisor, Boston, MA

Boston · Full-time

No sponsorshipDetected 23 days ago

StatisticsBusiness DevelopmentNegotiationFinancial AnalysisLeadershipCommunicationMentoringMicrosoft Office

About the role

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!
It Would Be Nice For You To Have: - Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. - Experience in Microsoft Office products.

Responsibilities

Manage and grow an assigned portfolio of clients by strengthening relationships, uncovering additional opportunities, and delivering ongoing financial guidance.
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.
Collaborate with Branch Managers, Field Advisors, and Licensed Bank Employees (LBEs) to identify opportunities, generate referrals, and support overall branch investment growth.
Participate actively in sales meetings, training programs, coaching sessions, and development initiatives designed to enhance advisory skills and business performance.
Develop and execute business development activities aligned with management objectives and client acquisition strategies.
Build strong internal relationships and referral partnerships that support client acquisition and retention efforts.
Maintain accurate client records, complete operational and administrative requirements, and provide activity and sales reporting in a timely manner.
You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver.

Requirements

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.
Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field.
5+ Years: Demonstrate a superior record of sales achievement while maintaining high ethical standards.
1+ Years: Experience providing investment guidance and advice to clients.
Knowledge of financial analysis and risk evaluation.
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.
5+ Years: Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required.
1+ Years: Experience providing investment guidance and advice to clients - Required.
Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
Motivating, developing, and directing people as they work, identifying the best people for the job.
Strong relationship management and negotiation skills.
Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Attention to detail, being careful about detail and thorough in completing work tasks.
Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job.

Nice to have

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

Compensation

$61,875.00 USD Maximum:
$105,000.00 USD
The base pay range for this position is posted below and represents the annualized salary range.
For hourly positions (non-exempt), the annual range is based on a 40-hour work week.
The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Benefits

Provide coaching, education, and product awareness support to LBEs and branch partners to enhance referral generation and client engagement.
Maintain all required professional licenses, registrations, continuing education requirements, and regulatory training.
Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future.
Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)

Company info

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates.
If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

Equal opportunity

At Santander, we value and respect differences in our workforce.
We actively encourage everyone to apply.
Santander is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Visa & Work Authorization

Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

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This listing is sourced directly from Santander US's careers page and normalized into a canonical job model.