Santander Bank N.A

Financial Advisor

Santander Bank N.A

Miami, FL, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Santander Bank N.A., we are looking for an innovative and results-oriented Financial Advisor to join our team. The ideal candidate will have a strong understanding of financial services and products, excellent customer service skills, and the ability to provide personalized advice and guidance to our customers.The successful candidate will have a bachelor’s degree in finance or a related field, a minimum of 5 years of experience in a financial services role, and strong communication and interpersonal skills. They will also have an understanding of banking regulations and the ability to work independently and as part of a team. We are looking for a Financial Advisor who is passionate about helping our customers reach their financial goals and is committed to providing an exceptional customer experience.

Responsibilities:

  1. Analyze customer financial information and provide tailored advice and guidance to meet their individual financial goals.
  2. Develop customized financial plans and strategies for customers to help them reach their short- and long-term financial objectives.
  3. Offer comprehensive solutions to complex financial issues and help customers make informed decisions about their finances.
  4. Monitor customer accounts and provide ongoing advice and guidance to ensure customer goals are met.
  5. Stay up-to-date on banking regulations and financial market trends.
  6. Build relationships with customers and maintain a high level of customer service.
  7. Work closely with other departments to ensure customer satisfaction.
  8. Provide sales and marketing support to promote financial services and products.
  9. Maintain accurate records of customer interactions and financial transactions.
  10. Research and analyze market data to develop financial products and services.
Where is this job?
This job is located at Miami, FL, USA
Job Qualifications
  • Knowledge Of Financial Products And Services

  • Analytical And Problem-Solving Skills

  • Ability To Work In A Fast-Paced Environment

  • Good Communication Skills

  • Bachelor's Degree In Finance Or Economics

  • Cfp (Certified Financial Planner) Certification

  • Ability To Develop Financial Plans

  • Ability To Manage Client Relationships

Required Skills
  • Budgeting

  • Risk Management

  • Accounting

  • Planning

  • Forecasting

  • Reporting

  • Credit Analysis

  • Regulatory compliance

  • Client Relations

  • presenting

  • Investing

  • Advising

  • Negotiating

  • Analyzing

  • Taxation

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • self-motivation

  • flexibility

  • Critical thinking

  • Attention to detail

  • Teamwork

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Advisor in Miami, FL, USA is $50,000 - $90,000. This range may vary depending on factors such as education, experience, certifications, and the size of the company.

Additional Information
Santander Bank N.A is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedOctober 16th, 2023
Apply BeforeMay 8th, 2025
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About Santander Bank N.A

Santander Bank, N. A., formerly Sovereign Bank, is a wholly owned subsidiary of Spanish Santander Group. Santander Bank, N.A. is one of the country’s largest retail and commercial banks with more than $79 billion in assets. The bank got its start in Spain, but has been serving customers in the Northeast since 2013.

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