About this role
Sr. Associate, Financial Advisor at Santander. Location: Miami, Florida, United States. Role: advising clients, growing assets, recommending investments Requirements: 10+ years client-facing investment advisory experience; FINRA Series 7 and Series 66 or 65+63 required; SIE required if not licensed; deep knowledge of advisory and brokerage solutions and regulatory standards. Category: Finance and Accounting Seniority: Senior Level Certifications: series 7, series 66, series 65, series 63, sie, life health variable annuity, cfp, cfa, cima, caia Commitment: Full Time Workplace: Onsite Languages: English