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:
- Analyze customer financial information and provide tailored advice and guidance to meet their individual financial goals.
- Develop customized financial plans and strategies for customers to help them reach their short- and long-term financial objectives.
- Offer comprehensive solutions to complex financial issues and help customers make informed decisions about their finances.
- Monitor customer accounts and provide ongoing advice and guidance to ensure customer goals are met.
- Stay up-to-date on banking regulations and financial market trends.
- Build relationships with customers and maintain a high level of customer service.
- Work closely with other departments to ensure customer satisfaction.
- Provide sales and marketing support to promote financial services and products.
- Maintain accurate records of customer interactions and financial transactions.
- Research and analyze market data to develop financial products and services.
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
Budgeting
Risk Management
Accounting
Planning
Forecasting
Reporting
Credit Analysis
Regulatory compliance
Client Relations
presenting
Investing
Advising
Negotiating
Analyzing
Taxation
Communication
Leadership
Time management
Interpersonal Skills
self-motivation
flexibility
Critical thinking
Attention to detail
Teamwork
Problem-Solving
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.
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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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