What are the responsibilities and job description for the Santander Wealth Expert position at Santander Holdings USA Inc Careers?
Required Skills & Qualifications
To perform this job successfully, you must possess a Bachelor's Degree or equivalent work experience in Finance, Economics, Management Information Systems, Statistics, or an equivalent field. A Master's Degree in one of these fields is preferred. You must demonstrate a superior record of sales achievement while maintaining high ethical standards. Licenses/Certifications required include FINRA licenses 7 and 66, or 7 and 63 and 65, as well as appropriate state insurance licenses.
Key Requirements:
To perform this job successfully, you must possess a Bachelor's Degree or equivalent work experience in Finance, Economics, Management Information Systems, Statistics, or an equivalent field. A Master's Degree in one of these fields is preferred. You must demonstrate a superior record of sales achievement while maintaining high ethical standards. Licenses/Certifications required include FINRA licenses 7 and 66, or 7 and 63 and 65, as well as appropriate state insurance licenses.
Key Requirements:
- Strong interpersonal communication skills and 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.
