Financial Advisor – Centralized (Brooklyn, NY)

About the role

Santander is seeking a Centralized Financial Advisor to join its Brooklyn team. You will identify client needs, provide investment and insurance recommendations, and drive sales through both telephone and in‑person interactions.

Key responsibilities

• Identify client objectives and recommend appropriate investment and insurance products while adhering to compliance standards.
• Achieve and exceed individual and branch sales and revenue goals on a quarterly basis.
• Maintain compliance with bank, broker/dealer, state and federal regulations, including FINRA and FDIC requirements.
• Provide leads to branch personnel for additional bank products such as deposits and loans.
• Participate in sales meetings, training initiatives, and planning sessions.
• Develop and execute quarterly business development plans aligned with sales objectives.
• Maintain accurate records, operational procedures, and timely sales reports.
• Build internal and external relationships to generate referrals and meet appointment targets.
• Mentor and coach Licensed Bank Employees within the branch territory.
• Conduct client appointments, seminars, and branch training sessions to foster long‑term relationships.

Required profile

• Hold required professional licenses and complete mandatory training.
• Demonstrated ability to comply with FINRA, FDIC, and all applicable state and federal regulations.
• Strong mentoring and coaching capabilities for Licensed Bank Employees.
• Proven track record of meeting sales and revenue targets.

Required skills