Associate Financial Advisor

Location: Salem Main - Branch NH, United States; in-person, virtual, and telephone client appointments.

Salary: $61,875–$105,000 annual base pay

Company

Santander is a global financial services organization undergoing a customer-centric, technology-driven transformation.

What you will do

• Identify client financial needs and recommend suitable investment and insurance solutions.
• Manage and grow an assigned client portfolio while providing ongoing financial guidance.
• Achieve investment sales, revenue, client engagement, and business development goals.
• Collaborate with branch leaders, field advisors, and licensed bank employees to generate referrals and support branch investment growth.
• Coach and educate branch partners on products, referrals, and client engagement.
• Maintain accurate records, reporting, licenses, continuing education, and regulatory compliance.

Requirements

• Bachelor’s degree or equivalent experience in finance, economics, management information systems, statistics, or a related field.
• At least 5 years of sales experience with a strong record of achievement and high ethical standards.
• At least 1 year of experience providing investment guidance and advice to clients.
• Strong interpersonal, verbal, written communication, relationship management, negotiation, financial analysis, and risk evaluation skills.
• FINRA Series 7 and Series 66 licenses, or Series 63 and 65, plus appropriate state insurance licenses.
• Must be legally authorized to work full time in the United States without employer sponsorship.

Nice to have

• Master’s degree in finance, economics, management information systems, statistics, or a related field.
• Experience with Microsoft Office products.
• Established work history or equivalent experience, training, military service, or education.

Culture & Benefits

• Competitive rewards package based on skills, experience, training, licensure, certifications, and location.
• Benefits designed to support employees, families, and overall well-being.
• Inclusive and accessible application process with reasonable accommodations available.
• Strong risk culture with proactive and responsible risk management expectations.