What are the responsibilities and job description for the Investment Advisor Manager position at Santander Holdings USA Inc Careers?
Sales Strategy & Client Relationships
As a successful Financial Advisor, you will lead client interactions virtually first, but also have the ability to meet in person if directed by the client. You will work pre-developed lead lists to generate business and identify new customer prospects. To achieve success, you must maintain strong internal and external relationships to develop referral sources and meet appointment objectives.
Key Responsibilities:
As a successful Financial Advisor, you will lead client interactions virtually first, but also have the ability to meet in person if directed by the client. You will work pre-developed lead lists to generate business and identify new customer prospects. To achieve success, you must maintain strong internal and external relationships to develop referral sources and meet appointment objectives.
Key Responsibilities:
- Provide leads to branch personnel for the sale of other bank products and services.
- Attend and actively participate in sales meetings, training initiatives, and planning sessions.
- Develop and execute quarterly business development plans to promote investment products and services.
- Hold frequent client appointments, seminars, and branch training sessions.
