💼 Financial Advisor - Centralized, Staten Island, NY

Company
Santander Holdings USA Inc
Location
Staten Island, NY
Date posted
2024-12-02
Job Type
None
Industry
Sales
Description
Financial Advisor - Centralized, Staten Island, NYStaten Island, United States of AmericaThe Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the expectation of leading client interaction virtually first, however,...See full description
Important Skills Hard skillsSoft Skills
Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management
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