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Financial Consultant Associate in Long Island City Area-1904411
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.
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.
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.
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO
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