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Financial Advisor, West Caldwell, NJSantander · West Caldwell - Branch NJ
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Santander

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Financial Advisor, West Caldwell, NJ

🗓️ Posted 2026-10-23 West Caldwell - Branch NJ Hybrid Banking Financial Services
💰 Salary Not shared 📊 Market NA

About the Company

Financial Advisor, West Caldwell, NJ Country: United States of America It Starts With You: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You The Difference You Make: The Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards in an effort to achieve sales results and long term client satisfaction. 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 initi

Requirements

  • ● Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required
  • ● Master's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred
  • ● + Years Experience providing investment guidance and advice to clients - Required.
  • ● + Years Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required.
  • ● 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.
  • ● Demonstrated proficiency with Microsoft Office applications.
  • ● Certifications:
  • ● NASD licenses: 6, 63, 7, 65 or 66 - Required.
  • ● Appropriate state insurance licenses: - Required.
  • ● It Would Be Nice For You To Have:
  • ● Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
  • ● What Else You Need To Know:
  • ● 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.
  • ● Base Pay Range: