Associate Financial Advisor, Rockdale Ave, New Bedford, MA

Associate Financial Advisor, Rockdale Ave, New Bedford, MACountry: 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. The Associate, Financial Advisor is responsible for helping clients identify financial needs, understand investment objectives, and implement appropriate investment and insurance solutions consistent with regulatory and compliance standards. Working in partnership with branch leadership and senior investment professionals, the Associate Financial Advisor focuses on developing client relationships, deepening existing relationships, and delivering an exceptional client experience while achieving investment sales and revenue objectives. Attain and exceed investment sales, revenue, and client engagement goals as defined by management and the Retail Investments scorecard. Conduct client appointments through in-person, virtual, and telephone channels to identify financial needs and recommend appropriate investment and insurance solutions. 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. Provide coaching, education, and product awareness support to LBEs and branch partners to enhance referral generation and client engagement. 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. Maintain all required professional licenses, registrations, continuing education requirements, and regulatory training. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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 1+ Years Experience providing investment guidance and advice to clients - Required. Demonstrated proficiency with Microsoft Office applications. Knowledge of financial analysis and risk evaluation. Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. 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. Risk Culture: 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. 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. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. You may be evaluated in part based upon your performance of the tasks listed in this job description. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. 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 View email address on click.appcast.io.