Associate, Financial Advisor, Brooklyn, NY

Santander is seeking an Associate Financial Advisor in Brooklyn, NY to help clients identify financial needs and implement investment solutions. This role involves developing client relationships, achieving sales goals, and ensuring compliance with regulations. You will collaborate with branch teams to drive investment growth and provide financial guidance.

• Identify client financial needs and recommend investment/insurance solutions
• Manage and grow assigned client portfolio
• Ensure compliance with all regulations
• Collaborate with branch teams to generate referrals
• Develop and execute business development activities
• Maintain required professional licenses and registrations

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.