Skip to main content

This site functions best with JavaScript enabled

Search Jobs

Financial Consultant, Jersey City

Jersey City, New Jersey

Apply

Solid handshake? Winning smile? Big, bold and bright ideas? If that sounds like you, it’s time to drop everything and start getting excited – because we’re waiting to welcome you to an awesome future. One where you’ll be able to give your entrepreneurial spirit room to grow as you build a rewarding career alongside people as friendly and enthusiastic as you are. So get some screen time with the videos below, and discover how you can Santander.

Back to Job Navigation (Overview)

Success Profile

What makes someone successful at Santander?
Check out the top traits we’re looking for and see if you have the right mix.

  • Enthusiastic
  • Entrepreneurial
  • Outgoing
  • Personable
  • Problem-solver
  • Results-driven

Back to Job Navigation (Success)

Benefits & Rewards

  • Healthcare

    Medical, Dental, Vision Pre-tax Health Accounts, Short- and Long-term Disability EAP, Health Advocate Services

  • Savings Plans

    401(k) Retirement Plan Up to 5% 401(k) Matching Additional Investment Options

  • Family Support

    Paid Parental Leave, Adoption Assistance, Dependent Care FSA, Tax-advantaged Transit/Parking Legal Assistance Plan

  • Insurance

    Life, accidental death, business travel accident, long- and short-term disability insurance coverage

  • Additional Perks

    Tuition and computer purchase reimbursement, plus discounts for cell phone, fitness and auto/home insurance

  • Work/Life Balance

    Paid Time Off (PTO), Holiday Time Off, Volunteer PTO, Travel Discounts

Back to Job Navigation (Rewards)

Job Description

Req ID: 2001701
Financial Consultant, Jersey City-2001701

Description

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 is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards in an effort to achieve sales results and long term client satisfaction.


POSITION DUTIES:

  • Achieve 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.
  • 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.

Qualifications

Qualifications:

  • 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.
  •  #LI-SW1

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 Jersey-Jersey City-241 Central Avenue - 02220 - Central Ave - Branch

Organization

:Consumer & Business Banking (1001)

Schedule

:Full-time

Job Posting

:May 22, 2020, 3:55:08 PM

Apply

Work in Jersey City

Check out where you could be working if you apply.

About this location

Learn about roles in consumer & business banking

view Branch Manager video

Branch Manager

play icon
view Universal Banker video

Universal Banker

play icon
view Personal Banking Representative video

Personal Banking Representative

play icon
view Mortgage Development Officer video

Mortgage Development Officer

play icon
view Licensed Banker video

Licensed Banker

play icon
view Financial Consultant video

Financial Consultant

play icon
view Customer Service Representative video

Customer Service Representative

play icon
view Teller video

Teller

play icon

Featured Jobs

View All of Our Available Opportunities

Your Jobs

You currently have no jobs saved.

Get the Scoop

Keep your finger firmly on the pulse. Sign up, and you'll receive news, updates and alerts for the newest Santander roles as they become available.