Financial Advisor, Hershey/Harrisburg, PA Area
Company: Santander Holdings USA Inc
Location: Hershey
Posted on: May 7, 2024
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Job Description:
Financial Advisor, Hershey/Harrisburg, PA AreaHershey, United
States of AmericaAchieve 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
To perform this job successfully, an individual must be able to
perform each essential duty satisfactorily. The requirements listed
below are representative of the knowledge, skill, and/or ability
required. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential
functions.
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.
Skills and Abilities:
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.
Diversity & EEO Statements:
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.
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.
Employer Rights:
This job description does not list all of the job duties of the
job. You may be asked by your supervisors or managers to perform
other duties. You may be evaluated in part based upon your
performance of the tasks listed in this job description. The
employer has the right to revise this job description at any time.
This job description is not a contract for employment and either
you or the employer may terminate at any time for any reason.
Bachelor of Science (BS) English
Primary Location: Hershey, PA, Hershey
Other Locations: Pennsylvania-Hershey,Pennsylvania-Camp Hill
Organization: Santander Bank N.A.
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Keywords: Santander Holdings USA Inc, Severn , Financial Advisor, Hershey/Harrisburg, PA Area, Accounting, Auditing , Hershey, Maryland
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