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Financial Consultant Associate in Long Island City Area-1904411

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Description

As a member of Santanders retail banking division youll help serve Santanders retail and small business customers as part of one of the top banks in the United States based on deposits. With principal presence in the northeast U.S., Santanders retail division offers consumer and lending products to help our customers reach their financial goals. Santander currently serves nearly 2 million retail customers and 5.2% of the 2.7 million small businesses in the US footprint have a transactional account with Santander Bank.

POSITION DESCRIPTION:

The Financial Consultant Associate (FCA) role is for those less experienced and in the beginning stages of their career but eager to progress to a full-fledged Financial Consultant (FC) role at Santander Bank. The (FCA) will be expected to learn and train in conjunction with tenured FCs and under management of their Market Director (MD) and Supervisory Director (SD). In addition, the FCA will be required to attend the firms Investment training as well as utilize all additional learning and training tools that will be provided by the firm.All training provided will assist the FCA in further learning how to identify needs, understand client objectives, and make appropriate investment/insurance recommendations consistent with compliance standards.

Depending on level of experience and performance demonstrated, as a Financial Consultant Associate your role could vary from partnering with a veteran Financial Consultant to serve our customers in a joint effort to achieve sales results and long-term client satisfaction, to providing clients with financial advice consistent with client goals and risk tolerance on your own.As an FCA you will work to retain and increase existing client accounts and cultivate new clients over time. The FCA will gain more responsibility as experience increases and will transition from client service to relationship management and ownership. In addition, the FCA will partner closely with Branch partners in particular actively mentoring and coaching Licensed Bankers as assigned and attending and participating Branch meetings as required. FCA candidates must be able to demonstrate a superior record of achievement while maintaining high ethical standards.

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Qualifications

Ideal Candidates:

Have between 1 and 3 Years Experience providing investment guidance and advice to clients.

Successful sales experience a plus

Have the ability to create long-term relationships with clients by building trust through providing superior service

Desire to help others achieve financial balance

Are motivated to learn about the securities industry

Are coachable and trainable

Have the ability to thrive working independently and as a part of a team

Display effective listening and communication skills

Are comfortable engaging in conversations with clients to identify needs and offer solutions

Are able to multitask while making accurate judgment decisions in an efficient manner

Are extremely detail oriented with attention to accuracy

Have strong organizational and time management skills

Degrees such as an MBA, CFP, CHLU or CHFC preferred but not required

At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.

Job: Business Development

Primary Location: New York-Long Island City-37-10 Broadway - 02114 - Broadway - Branch

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Organization: Consumer & Business Banking (1001)

Schedule: Full-time

Job Posting: Aug 12, 2019, 7:16:49 PM

AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO


Associated topics: customer, health, inside sales, insurance agent, insurance sales, insurance sales agent, outside sales, retail, sales associate, sell

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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