Associate, Financial Advisor, Brooklyn, NY

Location: Brooklyn, United States. Applicants must be legally authorized to work in the United States full time without employer sponsorship.

Annual base pay: $61,875–$105,000 USD.

Company

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

What you will do

• Identify client financial needs and recommend suitable investment and insurance solutions.
• Conduct client appointments in person, virtually, and by telephone.
• Manage and grow an assigned client portfolio while developing relationships and identifying additional opportunities.
• Achieve investment sales, revenue, and client engagement objectives.
• Collaborate with branch managers, field advisors, and licensed bank employees to generate referrals and support branch investment growth.
• 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, relationship management, negotiation, analytical, and organizational skills.
• FINRA Series 7 and Series 66, or Series 63 and 65, plus appropriate state insurance licenses.
• Proficiency with Microsoft Office applications.

Nice to have

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

Culture & Benefits

• Customer-centric environment focused on innovation, professional growth, and responsible risk management.
• Competitive rewards package supporting employees, families, and well-being.
• Inclusive and accessible application process with reasonable accommodations available.
• Frequent sitting, standing, and walking, with occasional light lifting depending on location.