Associate Financial Advisor, Garden City, NY

Associate Financial Advisor Garden City NY

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 whats possible. This is more than a strategic shift. Its 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 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 Santanders 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.

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.

• Bachelors Degree: in related field or equivalent demonstrated through a combination of work experience training military service or education - Required
• Masters Degree: in related field or equivalent demonstrated through a combination of work experience training military service or education - Preferred

• 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.
• 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.
• Demonstrated proficiency with Microsoft Office applications.
• Strong relationship management and negotiation skills
• Knowledge of financial analysis and risk evaluation.
• Motivating developing and directing people as they work identifying the best people for the job.

Certifications:

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

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.

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

What Else You Need To Know:

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.

Base Pay Range:

Minimum:

Maximum:

We Value Your Impact:

Your contribution matters and its recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. 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 ()

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.

EEO Statement:

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.

Frequent minimal physical effort such as sitting standingand walking is required for this role. Depending on location occasional moving and lifting light equipment and/or furniture may be required.

Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. 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.

What To Do Next :

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 to discuss your needs.

Required Experience:

IC