Santander Bank, NA Financial Consultant Associate in Staten Island, New York

Financial Consultant Associate - 1900298



Investment Top Performers: Drive Your Success at Santander :

Market Leading Compensation Structure Including:

  • No cap commission

  • Monthly award payout

  • Bi-annual supplemental award

  • Deferred bonus

Bank Channel Stability for Leads-Exclusive Referrals

Exceptional 1st year Ramp-up Package Supporting Financial Protection

Inherited Book of Business to Supplement Personal Client List

Growing Licensed Banker Function to Partner With for Business Development

Diverse and Robust Product Mix Including “Managed Money”

Bank Focus on Supporting Long Term Business Builders

As a member of Santander’s retail banking division you’ll help serve Santander’s retail and small business customers as part of one of the top banks in the United States based on deposits. With principal presence in the northeast U.S., Santander’s retail division offers consumer and lending products to help our customers reach their financial goals. Santander currently serves nearly 2 million retail customers and 5.2% of the 2.7 million small businesses in the US footprint have a transactional account with Santander Bank.


The Financial Consultant Associate (FCA) role is for those less experienced and in the beginning stages of their career but eager to progress to a full-fledged Financial Consultant (FC) role at Santander Bank. The (FCA) will be expected to learn and train in conjunction with tenured FCs and under management of their Market Director (MD) and Supervisory Director (SD). In addition, the FCA will be required to attend the firm’s Investment training as well as utilize all additional learning and training tools that will be provided by the firm. All training provided will assist the FCA in further learning how to identify needs, understand client objectives, and make appropriate investment/insurance recommendations consistent with compliance standards.

Depending on level of experience and performance demonstrated, as a Financial Consultant Associate your role could vary from partnering with a veteran Financial Consultant to serve our customers in a joint effort to achieve sales results and long-term client satisfaction, to providing clients with financial advice consistent with client goals and risk tolerance on your own. As an FCA you will work to retain and increase existing client accounts and cultivate new clients over time. The FCA will gain more responsibility as experience increases and will transition from client service to relationship management and ownership. In addition, the FCA will partner closely with Branch partners in particular actively mentoring and coaching Licensed Bankers as assigned and attending and participating Branch meetings as required. FCA candidates must be able to demonstrate a superior record of achievement while maintaining high ethical standards.

Ideal Candidates:

  • Have between 1 and 3 Years’ Experience in a licensed role with a financial services organization.

  • Successful sales experience a plus

  • Have the ability to create long-term relationships with clients by building trust through providing superior service

  • Desire to help others achieve financial balance

  • Are motivated to learn about the securities industry

  • Are coachable and trainable

  • Have the ability to thrive working independently and as a part of a team

  • Display effective listening and communication skills

  • Are comfortable engaging in conversations with clients to identify needs and offer solutions

  • Are able to multitask while making accurate judgment decisions in an efficient manner

  • Are extremely detail oriented with attention to accuracy

Have strong organizational and time management skills



  • Bachelor's Degree or Equivalent

  • 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.

  • Experience: Between 3 - 5 years

  • Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required.

Specialized Knowledge:

  • 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.

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.

Job : Business Development
Primary Location : New York-Staten Island-1320 Hylan Boulevard - 02268 - Grasmere - Branch


Organization : Consumer & Business Banking (1001)
Schedule : Full-time
Job Posting : Jan 11, 2019, 9:40:38 PM