4 Financial Advisor, Edison, NJ Jobs in Edison, NJ
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Santander Bank, N.A is Hiring a Financial Advisor, Edison, NJ Near Edison, NJ
- Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis
- Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products
- When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans
- Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program
- Identifies and pursues new sales prospects within existing or untapped markets.
- Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company.
- Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects.
- Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services
- Maintain records, master operational procedures and provide sales and activity reports per management's request in a timely and efficient manner.
- Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives
- Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations.
- Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory
- Hold frequent client appointments, seminars, and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products
Qualifications
- Bachelor's Degree or equivalent work experience.
- 5 years of work experience providing investment guidance and advice to clients.
- Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards.
- Degrees such as an MBA, CFP, CHLU or CHFC preferred.
- Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required.
- Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner
- Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities
- Thorough understanding of economic principles and compliance standards
- Very strong interpersonal communication skills, complemented by both excellent verbal and written communication
- Superior knowledge of financial analysis, risk evaluation, loan documentation.
- Motivating, developing, and directing people as they work, identifying the best people for the job.
- Strong relationship management and negotiation skills
- Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Attention to detail, being careful about detail and thorough in completing work tasks.
- Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions
- Frequent minimal physical effort such as sitting, standing and walking.
- Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown.
- Physically capable of lifting up to 50 pounds, able to bend, kneel, climb ladders.
Masters of Science (MS) English
Primary Location: Edison, NJ, Edison
Other Locations: New Jersey-Edison
Organization: Santander Bank N.A.
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Salary: $69,750 - $105,000/year
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO
Job Summary
Full Time
Banking
$70k-102k (estimate)
06/26/2024
06/26/2024
santanderbank.com
BETHLEHEM, PA
200 - 500
1857
JACKIE KILGOUR
$50M - $200M
Banking
Related Companies
About Santander Bank, N.A
At Santander Bank, its our mission to help people and businesses prosper. That goes for our clients, our communities, our team members, and our future team members. Were recruiting people like you who want to strive to help people prosper every single day. At Santander, youll be rewarded with competitive compensation and market leading benefits. Youll have access to comprehensive career development programs that empower you to grow and advance, and youll discover a company where you can shape a bright future. Agency submissions and contacts are by invitation only and must be initiated by Santa...nders Recruiting Department only. Unsolicited agency submissions will not be honored. AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO. Santander Bank, N.A., headquartered in Boston, is one of the countrys largest retail and commercial banks with $89.5 billion in assets. The Banks approximately 9,200 employees and more than 3 million customers are principally located in Massachusetts, New Hampshire, Connecticut, Rhode Island, New York, New Jersey, Pennsylvania, and Delaware. The Bank is a wholly-owned subsidiary of Madrid-based Banco Santander, S.A. (NYSE: SAN) one of the most respected banking groups in the world with more than 148 million customers in the U.S., Europe, and Latin America. It is overseen by Santander Holdings USA, Inc., Banco Santanders intermediate holding company in the U.S. For more information on Santander Bank, please visit www.santanderbank.com. Member FDIC.
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The job skills required for Financial Advisor, Edison, NJ include Interpersonal Communication, Insurance Products, Leadership, Client Relationship, Products and Services, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor, Edison, NJ. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor, Edison, NJ. Select any job title you are interested in and start to search job requirements.
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